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

To: JBird77777 who wrote (105716)	2/28/1999 11:44:00 AM
From: JRI	Respond to of 176387

John- What is interesting in recent articles about Dell (and its fall from grace..) (1) There is an assumption that other vendors are successfully implementing Dell's direct model, and that this is putting pressure on Dell, and that it is only inevitable that this will continue and accerlerate.. (2) Dell's earnings growth has now slowed to the 35% range.. Neither was these are proven, nor true.....and may never be (or it may take many years).....IMO, expectations have been lowered....if this is the assumption (going forward).. I am truly amazed how producing ONE 38% y-o-y REVENUE growth quarter has become "Dell is growing at 30%" in the financial press...Amazing.... I thought earnings/EPS growth was rather significant too, no? This is like saying Sophie Loren is ugly because she has a big nose....

To: JBird77777 who wrote (105716)	2/28/1999 1:32:00 PM
From: nohalo	Read Replies (1) \| Respond to of 176387

This article illustrates why newspapers get it wrong. Dell has been an outstanding company, and is about to get better. It is about to switch on its afterburners, by going after and selling thousands of computer add-ons ( see the Dell site--to be announced on the 3rd March), and introducing Dell-auction.com. It seems to be about to re-invent itself, just as its competitors seem to have figured out its edge, and are seeking to mirror its success. So, from a direct computer seller, to a new era as: 1. Direct seller of all manner of computers, peripherals, software, and add-ons, esp. on the internet, using its massive buying power. 2. Dell-auction for its slightly out of date inventory (not much!) This means that sales will climb over 40-to 50% soon. This company is about to grow exponentially, and we should consider ourselves fortunate to participate in Michael Dell's vision.