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

To: Keither22 who wrote (114219)	4/5/1999 1:38:00 AM
From: Michael Kucera	Respond to of 176387

Most of the profits are NOT in sub1k though...$$$

To: Keither22 who wrote (114219)	4/5/1999 1:48:00 AM
From: Alohal	Respond to of 176387

Growth yes, profits no!

To: Keither22 who wrote (114219)	4/5/1999 1:49:00 AM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

<<What's been plaguing Dell's shares recently does not qualify as news. Watchful investors have known for months that Dell's dominance in the mail-order personal computer business is under attack from Compaq and IBM, which have begun selling their products directly to customers as well. And it is no mystery that the only real growth in PC sales today is among computers that sell for $1,000 or less. Dell's products carry much higher prices -- on average more than $2,000. >> Keither22: The above quote is from Sunday's New York Times. They fail to mention that CPQ and IBM are sure having trouble going direct. In fact we know that IBM's computer operation lost about $1Billion last year. DELL's sales and profits continue to rise -- they have the best operational efficiency and execution in the industry. DELL is selling more servers and storage products in order to go after a higher margin. Yet, they now offer complete Pentium PC systems at around $999. DELL is VERY competitive on price but is commited to maximizing shareholder value. That is why they have migrated a great deal of their business online. IMHO, the NY Times will have some new articles to write in the next 6 weeks when DELL sets the record straight. The DELL Growth Story is intact. Best Regards, Scott

To: Keither22 who wrote (114219)	4/5/1999 1:54:00 AM
From: JKC	Read Replies (1) \| Respond to of 176387

If you go back one year from now you will find that the end of Dell was predicted because of the sub $1000 PC. The stock went up 200% when Dell doubled earnings. Dell's customers will never buy a sub $1000 PC because, it is the main tool that their employees use and broken PC will cost much more than a $1000 PC. Do you want your bank to keep your bank records on one of these low cost machines. Why do you think that IBM still sells machines. The thing I do not get is companies with a lower growth rate like EMC and Cisco are rewarded with 25% earnings growth and Dell is hammered with a 55% earnings growth rate. Dell probably has the highest growth rate in the S&P 500 and yet there are still questions about the stock. Oh well, I wish that everyone who wants to get out of the stock would just get out, so we can take the stock to new highs. If you have concerns about the stock, sell it and find another company with a higher growth rate. When you find it let us know so that we can all invest in it.

To: Keither22 who wrote (114219)	4/5/1999 8:46:00 AM
From: edamo	Read Replies (1) \| Respond to of 176387

dell stock price risky...sub 1k pc market riskier... growth in sub 1k pc market...but everyone in it not doing so well...so why should dell cross to the other side of the tracks and get beat up along with cpq,ibm,hwp....run out of the neighborhood like packard bell and acer....prefer they stay in the high rent district...why enter a fray that can't be won??? common sense...sometimes lacking in analysts and financial journalists....you can't sell a mercedes for saturn prices....ed a.