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

To: JRI who wrote (108265)	3/8/1999 3:24:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

Looks like I spoke too soon....sorry <g> EOM

To: JRI who wrote (108265)	3/8/1999 3:30:00 PM
From: Gabriel008	Respond to of 176387

John, Greg & Jim K - thanx for the feedback. BTW, here's an article I picked up from ZD research on large corporate PC market. Note the comment re. Q4, 98 sales and the viewpoint on IBM's PC business [the article was dated March 3, 98] The Two Man Game Compaq and Dell Start to Dominate Large Company PC Sales In basketball today, one of the hottest trends is the two-man game, where a guard and center isolate themselves to score on the other team. Much of the same is happening in sales of PCs to larger firms. Compaq and Dell are pulling away and doing some "scoring" of their own, on their key competitors, HP and IBM. When we break down the PC sales data to accounts with more than 500 employees, you can see clearly in the accompanying chart that Dell has been on a roll. And based on the Q4 data, Compaq has once again just snuck by Dell to gain the No. 1position in the market. Compaq has been dominant for quite some time, and one has to give that firm a great deal of credit for maintaining their market position in the face of repeated assaults by their competition. While there have been some ups and downs, Compaq has always managed to hover right around the 30% share position. Source: Projected Market Monitor The biggest mover in the large account space has been Dell. It doesn't take an industry analyst to see that the growth has been steady, significant, and continuous. Although the Q4 numbers show a slight flattening, that's no more than a hiccup in my opinion, and more than likely we'll see the growth ramp continue in Q1 of 1999. Dell is far ahead of their competition with Premier Pages, and the focus on direct accounts by other firms is causing some disruption with their major account channels that Dell can capitalize on. The real question for many is, 'what the heck are IBM and HP doing?' IBM, which should do very well here, has not been making any progress. Not only is their share trending down, but the outlook is not particularly strong. Thank goodness for ThinkPad's, or IBM would be in far worse shape. To be fair, IBM has been doing better in some of their key global accounts, but sales force attention is a huge part of the issue, and right now their field force is not paying much attention to the PC. HP is in a similar situation. While some of their key accounts are good PC customers, due to the change in their sales force in the second half of 1998 when the centralized group under Dick Watts was disbanded, HP has been losing share in this market. Although the products are strong, there has not been a competitive level of field marketing activities, and the direct sales force is still not focused on PC business. The channels organization has been aggressive, but the reality is that Compaq is taking more and more channel mindshare at the high-end. One other aspect that appears to be problematic for HP is that their position in accounts that are not "HP-oriented" is non-existent - this means that their opportunities outside their installed base are harder and harder to take advantage of. So is the war over? Not by a long shot. The real question in my mind is, when do IBM and HP figure out that they've got to do better here and invest the resources to do so? Already there are rumblings from the field that IBM's service business is being hurt by the lack of attention to the PC business. If that's true, that will change things. HP's recent split in two should shine more light in the dark corners of large account sales. Either way, look for an even more intense battle, especially if unit growth continues at the currently slow rate.

To: JRI who wrote (108265)	3/8/1999 3:48:00 PM
From: Boplicity	Respond to of 176387

"Silence Of The Bears" Staring Hannibal Luc-loser (aka LT) The opening seen take place at the DELL share holder meeting. Out side, Luc-loser (aka LT) is being wheeled in attached to hand truck, his first words utters through the leather mask are. " I could smell them, I started smelling them before I got here, the stench is unbearable (His head is thrashing back and forth now) "So many DELL Bulls arrrgggg" inside the share holders are being whipped to into the annual frenzy after listen to there leader Mikey Dell. As Luc-loser is being wheeled in, some cries out from the rear of the rooms,"He is here", The crowd turns in unison, (Stop action, shutter shots shots ala MTV are used here) stands up a shouts "DELL FOREVER" all together as they stand thrusting their fist in the air, over and over again "DELL FOREVER" (Close up shoots show blue sweat coming poring down their faces (Like the sports drink commercial) Pan back to Luc-losers shows him slumped in his straight jacket passed out from the sight of it all... Greg