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

To: Lockeon who wrote (103476)	2/21/1999 12:22:00 PM
From: Mohan Marette	Respond to of 176387

Lockeon: Excellent find sir,much obliged.<eom>

To: Lockeon who wrote (103476)	2/21/1999 3:38:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

Lockeon: I really liked the following passages from the new S&P report on DELL: <<...there is nothing wrong with Dell's products or its business model; it's just that some shipments that were expected this quarter will occur next quarter, and that Dell wasn't aggressive enough in going after a sufficient number of short-term contracts to make up for these sales. Dell shareholders needn't worry. In an intensely price-competitive market, investors need to pick the producer with the lowest cost structure -- and Dell is by far the low-cost producer. Furthermore, the rapid response afforded by its consumer-direct structure gives it another advantage over its peers. And nobody else in the PC market comes close to Dell's $14 million a day in sales over the Internet (about 25% of its business is done online), where sales are extremely cost-efficient. That, combined with other efficiencies achieved under Dell's direct sales model -- lower inventories and the absence of price protection payments paid to distribution partners gives the company more flexibility than its peers to be more aggressive on price, and still remain the most profitable PC maker. Finally, Dell's revenue and earnings growth potential has a lot of headroom. The company has been highly successful in entering the workstation and server markets. It has also begun ramping up storage systems, which should start to have a material effect on revenues in the next few quarters. These systems carry higher price tags than PCs -- and richer margins. Most significantly, Dell's rapid-response model bodes well in these segments as the Internet has accelerated IT (Information Technology) departments' demand for servers and storage in a quick, consistent turnaround time. So I don't expect Dell's revenue growth to slip materially below a 40%-50% range over the course of the next two years. Dell's flawless record of execution does not change with its fourth quarter report.>> DELL will continue to prove they are the next DELL..!!!! Hmmm....it may be time to buy more shares... Enjoy the rest of the Weekend. Regards, Scott