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

To: stockman_scott who wrote (105204)	2/26/1999 7:14:00 AM
From: Calvin	Respond to of 176387

Thread, Feb26 Fri 10 AM PT/1 ET: Michael Dell, the founder and CEO of Dell Computer Corp., the world's second biggest PC maker, talks about his new book, 'Direct from Dell.' LIVE WEBCAST zdnet.com

To: stockman_scott who wrote (105204)	2/26/1999 9:31:00 AM
From: Sig	Respond to of 176387

>>>>and you can read my extensive comments that I made to "a Gorilla & King Investing Thread">>> Thats one of the best written discussions of Dell I've ever seen. One that says "Gee, I wish I could have said that". I hesitate to post some of my own observations on Dell because I was trained as an engineer and therefore tend to get "lost in the details" at times. Where we get off track a bit, on this "future stock price" thread is to assume that Dell is basically in business for the money which is only a part of the game, where the profits and growth we enjoy is the RESULT of what may best be summed as a business model.(Which others now recognize as having a certain value(hehehe) But those who copy it are chasing a moving target (G) To become as efficient as Dell a company nearly has to begin from scratch. Take Sears, for example: My weed eater failed and I needed a part. Called the parts warehouse after searching phone book for number. Ordered two small parts to arrive in a week or ten days, or up to several weeks. One came in a week, the other in 3 weeks during which I could not use the weedeater. Cost 1/3 of what I paid for the weedeater. There is a whole system and attitude in place behind this ' slow as molasses in January" service. Warehouse locations, arrangements with foreign suppliers, divisional assignments, inventory control ( or lack of). And unknown stocks of obsolete parts laying around in (possibly misplaced) warehouses(HEHE). OK. So Sears now goes direct with the Web, but those parts are are still going to arrive in 3 weeks or thereabouts, perhaps. Summary: Thanks for the great post. CPQ has lots of problems solve to be efficient , despite their efforts to go direct. Go Mikie. Sig

To: stockman_scott who wrote (105204)	2/26/1999 10:06:00 AM
From: LemurHouse	Respond to of 176387

Great post, Scott. It will be extremely difficult for firms like CPQ to adopt Dell's business model -- the full business model -- and almost impossible for them to change their cultures. I'm looking for continued great things from Dell in the years to come.

To: stockman_scott who wrote (105204)	2/26/1999 12:32:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Scott, congratulations on writing a wonderful summary. I think you've said it all. TTFN, CTC

To: stockman_scott who wrote (105204)	2/26/1999 12:43:00 PM
From: JRI	Respond to of 176387

Wow Scott...super post by you on the Gorilla/King Thread <eom>

To: stockman_scott who wrote (105204)	2/26/1999 12:47:00 PM
From: Jock Hutchinson	Read Replies (1) \| Respond to of 176387

Last year DELL spent over $300M on R&D and received over 250 patents For a company that is about to do $18 Billion is sales, an R&D budget of $300 million is chump change. That DELL is the innovator in vertical integration in the computer assembly business is undisputed. But the simple fact remains that it is a commodity product assembler with very little intellectual capital that goes into the product. And at the current excessive valuation relative to its future growth, this company's stock price is vulnerable. The numbers going forward simply do not justify its current valuation. Most likely, the high for the next twelve months has already been reached.