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

To: jim kelley who wrote (105631)	2/27/1999 5:00:00 PM
From: Uncle Frank	Read Replies (3) \| Respond to of 176387

* OT * Saturday musings on Internet Intimacy I'm in my middle 50s, so I can clearly remember pre-TV days. The family would gather around the big radio in the living room at night and listen to Jack Benny, The Shadow, The Lone Ranger, and many other what were to become classics. As a little kid, I'd shut my eyes and "see" those shows more clearly than I've ever been able to since the advent of television. Of course, Howdy Doody wasn't possible without that little screen <g>. With this in mind, I was nervous going to a reunion with strangers last night. Let me clarify that; I know Sonki, Stockman_Scott, freeus, and the half dozen other "dellheads" I was meeting for dinner and conversation about our favorite investment, Dell Computers, but only through cyberspace relationships on the SI discussion threads. I had read their profiles (but who knows what is fact and what is fiction on the internet), and had long discussions with each of them. But meeting them in the flesh was scary; what if they didn't measure up to the images I had created of them? Or worse, what if I didn't measure up to theirs? It turns out that internet contact had given me a perfect understanding of the "essence" of each of these good people. We had a grand time comparing our visions of Dell's future, online investing, hedging our "fortunes" once they were made (one of the group already owns 50,000 shares of dell, while another owns under 1,000) and many other topics that we discussed with fervor. Despite great differences in age and wealth, we had a marvelous time talking with each other; our post-dinner conversation lasted over 3 hours, and no one was anxious to be the first to leave. Internet friendships can be intimate, but, unlike the radio/tv analogy, they're even better in person. Unc

To: jim kelley who wrote (105631)	2/27/1999 9:40:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Jim, Here is Compaq's excerpted statement from its most recent 10-K that summarizes the kinds of channel risks you have been talking about, and which we have been seeing and will IMO continue to see. Product Transitions. In each product cycle, Compaq confronts the risk of delays in production that could impact sales of newer products while it manages the inventory of older products and facilitates the sale of older inventory held by resellers. To ease product transitions, Compaq carries out pricing actions and marketing programs to increase sales by resellers. It provides currently for estimated product returns and price protection that may occur under reseller programs and under floor planning arrangements with third-party finance companies. Should Compaq be unable to sell the inventory of older products at anticipated prices, should it not anticipate pricing actions that are necessary, or if dealers hold higher than expected amounts of inventory subject to price protection at the time of planned price reductions, there could be a resulting adverse impact on revenues, gross margins, and profitability. Bold type added for emphasis. These worries are avoided by DELL since there are no channels, and component inventory is measured in hours, not weeks. TTFN, CTC