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

To: Alohal who wrote (110436)	3/21/1999 9:38:00 AM
From: Sig	Read Replies (1) \| Respond to of 176387

<<<I'm not worried about the recent pull back, been through this a number of times and have always been glad I held on, even when my knees were shakin' and my heart a poundin'. Dell will emerge into the next century as the PC/internet company to chase>>> Well, yes, I hate these low cycles too. I spend a lot of time looking at Dells cycles, which seem to be about 42 days high to higher high , and 15 days H to H on the shorter periods. Best I can come up with looks like this: Mar 22 High 45 ( we are running late because of %^$$ analysts comments on IBm, cpq) Apr 1 low 43-44 Apr 15 High 49 May 1 low 47 May 15 High 53 to 60( Earnings run-up) The encouraging thing here is that even if an earnings warning came out, the stock value would probably not drop below the present $41 The value of these figures (if any) is to try to predict the direction of the stock price. Also I might consider the May (or later )calls to be a better buy that the April calls. I have only used margin for about 1 year so am not real happy with the present situation on one account. If Dell were to continue down I would have to re-shuffle some stock or accounts and that is what the brokers would love to see happen. So its "hang-tough" time, and time to keep emphasizing that when Dell is growing at 3 1/2 times the industry rate other companies are not going to be reporting good figures and we have to bear with the fallout from the downgrades. Sig

To: Alohal who wrote (110436)	3/21/1999 10:37:00 AM
From: Indelible	Read Replies (3) \| Respond to of 176387

Alohal......VAR's do indeed sell Dell computers The percentage of VARs citing Dell desktops, notebooks and servers as best-sellers continues to climb and now stands well above year-earlier levels. This news posted by FezKoprucu truly is remarkable.It shows how Dell has become the standard.It's been known for some time that Dell does sell a small pct through the channel.For Dell,it's still selling direct.VAR's routinely order from Dell,usually only at the request of the client.How much,if anything,the VAR then gets on top of what they pay to Dell I'm not sure of.Mainly,they are keeping their clients happy.This I got from reading previous copies of Computer Reseller News.Hope this answers your question. Message 8427279

To: Alohal who wrote (110436)	3/21/1999 12:10:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Here's a repost of something I did in the CPQ thread. DELL has managed to develop a significant stealth program with the channels without violating their distribution model. They did it by taking advantage of the current chaos in the channel because of the shift of CPQ, IBM and to a lesser extent HP away from the traditional models, and by taking a leaf out of the CPQ book on programs for small VARs, which DELL can probably actually execute (as opposed to CPQ which will probably announce the programs but deliver poorly if the last 4 months are any indication). With this model DELL does not have to become a channel supplier - they are going to a future "virtual channel" model. I expect them to do well with this approach. ********************** To: hlpinout (54238 ) From: rudedog Sunday, Mar 21 1999 11:39AM ET Reply # 54318 of 54319 There are an estimated 40,000 small VARs in the US market alone. In total, they ship about half of the reseller products (the rest are done by the "big 8"). Depending on the definition of "White box" these vendors do somewhere between 40 and 60% of their business as white box sales. The definition varies because some VARs assemble systems which are nominally mainstream, but use only a skeleton - i.e. a box with nothing but a motherboard and case, and add everything else including the CPU. Some count those as white boxes, some do not. But in any event, the CRN "POLL" which included less than 300 of the 40,000 VARs seems like an unlikely sample. DELL could have significantly swung the perception with a few targeted programs. None the less, DELL has finally started to show some interest in the reseller channel, and their programs mimic the CPQ programs - lease deals and referral fees which help VARs to make money without actually taking a markup on the DELL hardware. DELL is obviously interested in effectively addressing the needs of these customers