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

To: edamo who wrote (115409)	4/9/1999 12:36:00 AM
From: TREND1	Read Replies (2) \| Respond to of 176387

edamo Faith is a useless thing when it comes to investing. Larry Dudash

To: edamo who wrote (115409)	4/9/1999 1:18:00 AM
From: stock bull	Read Replies (1) \| Respond to of 176387

Edamo, don't get so upset. As a CEO, you must know how the game is played. Of course, one's investment style is a very personal thing. Stock Bull

To: edamo who wrote (115409)	4/9/1999 1:33:00 AM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

Dell exudes confidence!!!!! Best report I've seen all day from ZDnews. ed a: Here is something interesting. ======================= Excerpts only from ZDnet. Dell: We'll keep rolling along Michael Dell and his top lieutenants say sales will stay strong, despite rivals' problems.... ......... Chief Financial Officer Tom Meredith later declared, "We are pleased with our position over all geographies, all product segments and all customer segments" -- sounding more like an evangelist than a corporate executive as he spoke. .."What you have from us is a commitment ... (that) we will continue to grow at a multiple of the market and we will also provide you with quarterly growth," Meredith said directly.... ........... To insulate itself against the downward pressure on PC prices being felt industry-wide, Dell officials described how the company was focusing on boosting the percentage of revenues its receives from items other than PCs themselves. These include follow-on sales of peripheral products like printers, customer financing arrangements and computer services to help customers install and maintain PCs.... Dell officials said 38 percent of revenues come from non-hardware items, up from 31 percent a couple of years ago.... 'Enhanced' IBM deal Responding to an audience member's question about Dell's recent $16 billion technology supply pact with IBM, Meredith said the value of the seven-year deal could rise if IBM lives up to its commitments. "I think we can surpass that number," he said, referring to the $16 billion figure. He alluded to how the relationship could involve additional ties to IBM's Global Services division, which could provide Dell customers with computer services that Dell is not equipped itself to provide.... Mohan: Looks like the gang learned the lesson from Q4 and they are well aware of what will happen if they disappoint again in Q1.Meridith says so here,certainly a good sign. ...Meredith said the main lesson of the fourth quarter disappointment and the resulting sell-off in the company's high-flying stock was "Don't miss." Missing the quarter is Wall Street's jargon for failing to meet analysts' expectations for either revenues or earnings..... Here is the full report. zdnet.com

To: edamo who wrote (115409)	4/9/1999 10:04:00 AM
From: Mike Van Winkle	Respond to of 176387

edamo wrote, "nothing worse than one who fears the unknown..especially when he has no monetary liability in same." I noticed the same disconnect in stock bull's postings. Given that he is out of Dell, maybe his fear is actually of being left behind the Dell train as it leaves the station. It is common for investors to look at a company's stock price movements and short term market guesses rather than what got the company there. Without focus on both the company (management, business processes, speed/flexibility, aggressiveness) and the changing market, stock bear will be wringing his hands on the platform as we wave from the train. Cheers Mike