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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Mohan Marette who wrote (101873)	2/17/1999 12:33:00 PM
From: TREND1	Read Replies (1) \| Respond to of 176387

(18) DELL was over priced at 110 Hal

To: Mohan Marette who wrote (101873)	2/17/1999 12:36:00 PM
From: garrick le	Read Replies (3) \| Respond to of 176387

Whatever you want to say ... why is DELL down today ? If they kick *** ,why is not DELL performing in the market today ? When MF and institution have finished unloading their DELL, expect a lot more downgrade in the coming weeks. Today is just the beginning of the DELL 's demise. Next 2 quarters will be worse. GL

To: Mohan Marette who wrote (101873)	2/17/1999 12:59:00 PM
From: WeisbrichA	Read Replies (3) \| Respond to of 176387

Mohan, Excellent synopsis! The question is not that the model is intact, but where will it be in a couple of quarters. The competitive environment, the technology changes, world and US economy, and indeed personnel changes will all effect reactions from DELL. If they have their share of visionaries on staff, they will find "profitable" markets in which to grow... and not necessarily limited to Computers. A company which departs widely from a core competency, though, may suffer an impact, at least initially, on profitability. Application of an Internet Direct Sale Model can, IMO, become a core competency in itself. Direct Sale Computers certainly can be a good base to start from, especially for Dell, which has a marvelous "Customer Service" ethic firmly entrenched in its people. Thanks for your great post. RW

To: Mohan Marette who wrote (101873)	2/17/1999 1:11:00 PM
From: T L Comiskey	Respond to of 176387

Mohan..."Abercrombie & Fitch plans to add 36 adult stores this year "....What is THIS World Coming Too...?......A+F does Dallas...?...Tim

To: Mohan Marette who wrote (101873)	2/17/1999 1:12:00 PM
From: jhg_in_kc	Respond to of 176387

everything you said in your synopsis is true but Dell missed the revenues number. As Cramer said Revenues dont lie. Dell can no longer be valued as a stock that always beats the consensus number and can not be valued as a hyper growth stock now. When the new multiple is determinded and the stock stablizies then I will reenter with new money. It is the best run company I know of. Maybe the future is 30% growth at best but that's not too bad I must say. jhg

To: Mohan Marette who wrote (101873)	2/17/1999 1:16:00 PM
From: freeus	Respond to of 176387

Go Mohan! Love that bold print and love what it says! Freeus

To: Mohan Marette who wrote (101873)	2/17/1999 1:22:00 PM
From: SecularBull	Read Replies (1) \| Respond to of 176387

GREAT CONDENSED POSTING OF DELL'S Q4/FY99 HIGHLIGHTS, Mohan!

To: Mohan Marette who wrote (101873)	2/17/1999 1:31:00 PM
From: Mark Peterson CPA	Read Replies (2) \| Respond to of 176387

Mohan, you inadvertently omitted one other salient point: Dell's daily internet sales of $14M is greater than the ANNUAL revenue of most internet companies. Best regards, Mark A. Peterson

To: Mohan Marette who wrote (101873)	2/20/1999 5:18:00 PM
From: stockman_scott	Respond to of 176387

Mohan: SG Cowen's new Internet Capitalist Report (dated 2/19/99) has some passages that may clearly apply to DELL's situation going forward: <<* The Internet is an entirely new medium that is fundamentally different (it is transactive) than other media and with growth characteristics that are without precedent * Increasing returns drives these companies' success or failure, that positive feedback loops and quasi-monopolies are natural and that it is a winner-take-all medium where first mover advantage is key and great execution a pre-requisite. * Internet companies' business models scale fantastically, with lower variable costs and Web-server-scaleable revenues * Online relationships are ultimately what drive shareholder value and that breadth of influence (reach) is as important as depth of influence (usage) * Not all Internet valuations are unjustified; the size of market opportunities, the power of increasing returns, great management teams, and great proven execution deserve premium valuations >> Hmmmm......I think we know of a few stocks that may deserve "premium valuations." I would put DELL at the top of the list . Have a good weekend. Regards, Scott