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

To: PAL who wrote (107936)	3/6/1999 11:19:00 PM
From: Mohan Marette	Read Replies (4) \| Respond to of 176387

Paul-san I bet on the UT dropout please,come to think of it I already did.<g><eom>

To: PAL who wrote (107936)	3/6/1999 11:33:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

<<Who do you trust more: Michael, a freshman dropout from UT with a 16 years experience, piloting the fastest growing company or Dan Niles a theoretical overeducated Stanford graduate?>> Paul: That's an EASY question to answer. I would TRUST Michael Dell and his team any day. If I was going to consider an analyst's comments, I would look at their track record first. Right now I am looking at a new Gerard Klauer Mattison report. The analyst, Lou Mazzacchelli, has been on target with his assessment of DELL for quite a while now. Here are highlights of what he had to say on Friday, March 5th: <<DELL Computer (Buy Rating) EPS Targets 1/99A 1/00E 1/01E ........$1.05 .....$1.50 .....$2.06 OEM Pact with IBM, Strategic Opportunities Remain ---------------------------------------------------------------------------------------------- -We believe that today's announcement is a positive for DELL long-term. -Broad $16B, 7-10 year OEM agreement includes storage devices, microelectronics, networking and display technologies. We believe DELL will make immediate use of IBM disk drives, memory components and flat-panel displays. This could provide DELL with a technology lead over its competition. -DELL's best strategic opportunities with IBM remain unrealized. These include IBM becoming DELL's primary services partner, and DELL manufacturing PCs for IBM. The recent agreement does not preclude either scenario. -DELL's OEM deal with IBM has the potential to increase its storage business growth rate by providing leading-edge technology that is more likely to be compatible with IBM Enterprise solutions than competing offerings. This is a positive for DELL and would be enhanced by a broad-reaching services agreement between DELL and IBM (which would remove what we believe to be a major strategic impediment to effective long-term competition with Compaq in enterprise accounts).>> ---------------------------------------------------------------------------------------------------- I LOVE those comments about the fast growing storage market.!!! DELL is seeking to become a MAJOR player in this lucrative field. Just check out Tom Meredith's quote in the latest BusinessWeek cover story on EMC <ggg> ... IMHO, DELL continues to prove that they are the next DELL. Regards, Scott

To: PAL who wrote (107936)	3/7/1999 7:25:00 AM
From: Dorine Essey	Read Replies (1) \| Respond to of 176387

Paul, Who do you trust more: Michael, a freshman dropout from UT with a 16 years experience, piloting the fastest growing company or Dan Niles a theoritical overeducated Stanford graduate? No question about it. Michael DELL Dorine

To: PAL who wrote (107936)	3/7/1999 11:52:00 AM
From: nolimitz	Read Replies (1) \| Respond to of 176387

Paul Couldnt resist jumping in here. I like your question on who to trust. being a college dropout myself. I'll take MD any day over Niles. I would also take almost anyone who has "pulled him/herself up by the boot straps" over a new college grad. The only thing a degree shows me is one has the "foritude" to stick with it for 4-6 yrs. IMHO nolimitz

To: PAL who wrote (107936)	3/7/1999 4:46:00 PM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

Paul: The Editor of The Undervalued Stock Ideas Newsletter (http://www.usistocks.com) might be able to teach your friend Mr. Niles how to realistically evaluate the potential for DELL and Compaq. I just discovered the following review from an SI content article called "Which Technology Companies Will Win?"..... <<Dell vs Compaq: 3/5/99 .......... By: Randall Williams Guria Dell's incredible money machine is still in its infancy and Compaq is still playing catch up. Dell Computer does $14 million a day in business over the internet and its build to order model is working throughout the world. Dell turns its inventory much quicker than its rivals and is growing three times faster than Compaq. Although Dell's revenues slowed in its most recent quarter the overall demand and strength of the personal computer market remains in tact. The estimated worldwide market for PCs stands at one billion units and since its inception, the industry has sold an estimated 350 million PCs. Dell will continue to take market share and is the rival of all its peers. Compaq continues to digest its recent acquisition of Digital Equipment and competes in the highly competitive market for home PCs where margins are razor thin. Edge (goes to) Dell. >> Hmmmm.....a few of the analysts and business writers are right on target.....It is nice when they seem to be honest, accurate, and unbiased. Regards, Scott