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

To: Jackie Ng who wrote (105672)	2/27/1999 11:13:00 PM
From: Hector	Read Replies (1) \| Respond to of 176387

Jackie, re: Any opinion for the soft demand in US and Europe Haven't you heard, that's all irrelevant. High P/E's relative to it's past history and others, declining growth rates for the industry, and large insider sales don't mean anything. Dell still has the highest rate of slogans to sales of any of the boxmakers. Cult members are still true believers and only a few have left the fold. Daily press releases will force corporations and the public to keep buying Dell computers at higher than comptetitors' prices. My advice. You'll recognize the bottom in Dell's price when the rate of change in new messages on this thread has been negative for awhile and then turns up. For now, the rate of change hit a peak a few weeks ago and has been declining since. We have alot further to go to the downside.

To: Jackie Ng who wrote (105672)	2/28/1999 11:37:00 AM
From: JRI	Read Replies (1) \| Respond to of 176387

Jackie....PC pricing is competitive.. period....what happened in January...happened in January last year too...(ie...unstuffing of channel, slower sales due to waiting for new upgrades...for entire industry)....Dell performed well during the times others were unstuffing (last year) Remember, this January's (industry) weakness was captured in Dell's last quarter...This quarter, Dell has 2 months of Pentium III sales included...traditionally, Dell has seen a bump when new Intel chips are launched...also, Y2K should add a lift...and y-o-y, Dell is not fighting a particularly strong Q1 '98..so results should be good...Storage kicking in a little too, as well (not available last year at this time..) MD said that Dell entered this quarter with the most competitive bid wins (% basis) in their history...Meredith said they expected a "very robust" '99....That hardly sounds like the stuff of calamities to me... Although I think every needs to pay heed, the PC industry press is manic-depressive...when things tick down, "the world is ending", when things tick up, "everything's beautiful"...my goodness, how soon have we gone from cloudless skies to horrible storms here... Financial press tries to sell newspapers and on-line ads...Don't get too wrapped up in the headlines.... We'll see how long the David Walter's hang around here..most (doomdayers) have left already..They called the parabolic spike, and got it....if Dell was truly tanking, it would have got absolutely hammered the last couple days...it did not....Everyone who wanted to dump is already out of this stock...the slightest bit of good news will turn it north again...Wednesday' news will probably pop it back into a 85-87 trading range until the next earnings run....

To: Jackie Ng who wrote (105672)	2/28/1999 12:27:00 PM
From: Mehitabel	Read Replies (1) \| Respond to of 176387

What you and some analysts describe as "PC Price Wars" are not a threat to Dell. Dell doesn't lose these "price wars", Dell starts them, for deliberate strategic reasons. It has been a strategy of Dell's for quite some time to take advantage of product transitions to "hit the competition while they are down". Competitors have a good deal of the old product on which they will have to take losses. Dell is able to "kick 'em while they're down" by cutting prices on older models at that very time. This ensures that competitors will have to take even bigger losses on the old product and/or lose market share, most likely both. Dell cut prices on older models consistently each time a new INTC product came out all thru 1998. Read MD's book, pp 201-205 for his discussion of what he elegantly calls "playing judo with the competition". What you think of as "industry analysis" is really a very superficial if not cliched repeat of uninformed commentary.