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

To: Dan Hua who wrote (116169)	4/11/1999 3:03:00 AM
From: Jeffrey E. Klein	Read Replies (1) \| Respond to of 176387

To all: Thinking of buying May 99 calls, 42 1/2 or 45, early this week, monday maybe? on weakness. Any opinions?

To: Dan Hua who wrote (116169)	4/11/1999 3:46:00 AM
From: Wesley Tallman	Read Replies (4) \| Respond to of 176387

I've held dell since early 96 and it has been the best stock I have ever owned. I still always get very nervous before earnings reports and have felt that it has always been over valued. I have continued to hold but did get nervous enough to sell off a third of my position in February. I'm very nervous again however I just got my latest issue of P C World and guess what? Dell computers were rated #1 & 2 of the top 20 Power desktops and both were rated a best buy. Compaq was # 17.Under budget desktops Dell was # 1 and a best buy.Compaq was #17 again.Under power notebooks they were rated #1 and #3 and a best buy out of 5.Under budget notebooks they were #2 to Gateway. Compaq was not listed. Top ten Home computers dell was # 1 in power systems and #2 in budget system.Compaq got a # 4 out of 5. Dell's monitor was rated #1 and of course they are #1 in reliablity and service. Is there any wonder they are eating everyone elses lunch? By the way I just ordered a new inspiron 7000 notebook. Good luck to all Dell holders in the next few weeks Wes

To: Dan Hua who wrote (116169)	4/11/1999 4:31:00 AM
From: Keo	Read Replies (1) \| Respond to of 176387

Dan, re ..."worried about the PC industry's weakness." From 1987 until Feb 99, I worked for a large Japanese firm that supplies Dell, Cpq, Sunw, Gateway, etc.. with components used in pcs and workstations. In 1998 and 1999 we were pressed to keep up with the demand - order sizes kept growing - and Dell and Sun are very shrewd customers. My friends and family are typical pc consumers and it seems every month one of my pals upgrades by buying a laptop or a box. In another year I'll probably just start all over again with a new cpu. New technologies with new functions available end up sparking demand (recycling the same customers and adding new ones). So, in general I'm optimistic that a well-run supplier has opportunities to add to their share of a market. Maybe there are plateaus in aggregate pc demand, but we see Dell moving into more profitable storage mkt and expanding sales to new regions around the globe.... and perhaps picking up market share from their competitors. I'm saying nothing new, but that's why I'm not 'worried' per se. of course, my empirical observations may be irrelevant for future trend prediictions. I am doubtful that the rise in stock price which occurred from January 98 to January 99 will be repeated... but that feeling is based on a psychological guess - that few stars remain the darlings of the media forever, despite their talents. I'm holding the stock because I can (I don't need to sell) and it's just part of my buy and hold portfolio. I'm wondering how stable Dell computer co would be if something happpened to Michael Dell. (is there another energy force within the company?) but otherwise, I expect to see a modest but acceptable rise in the stock's value over the course of the year. I like the fact that you raise this question and look forward to reading other replies.

To: Dan Hua who wrote (116169)	4/11/1999 10:25:00 AM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Dan, the "weakness" is an illusion. Dell stated that it expects a 14% increase in industry unit demand, and if history holds true, that implies a 50% increase in unit shipments from Dell y/y. What we are seeing is continuing drops in component prices and declining gross profits for Dell's competitors (but not Dell). The result is heightened competition and there will be casualties, but Dell will not be one of them. The reason is quite easily seen: Dell's model is so much more efficient than its competitors that it generates large profits in the same pricing environment that makes its competitors lose money (HWP and IBM for example). I think we will see a shake out in fairly short order. HWP is undergoing reorganization and IBM is rumored to be restructuring it PC business. CPQ is in deep trouble because it can't seem to get its PC business right. Of the Wintel boxmakers, only DELL and GTW appear to be viable. The others seem to be hanging on at this point. This is not to say that we might not have a bumpy second half. There is the always the possibility that PCs will see some Y2K budget lockdowns later on -- that's what killed the software companies this year. Alternatively, we may have seen abnormally high demand this past year as companies scrambled to upgrade in anticipation of Y2K hardware problems. All in all, I see a very rosy future for Dell. TTFN, CTC

To: Dan Hua who wrote (116169)	4/11/1999 4:25:00 PM
From: kemble s. matter	Respond to of 176387

DH, Hi!!! RE: I'm no DELL bear, just worried that we all love DELL so much that we might start catching a falling knife. Now before you guys start bashing me about my "negative" comments on DELL just wondering who else out there is a little worried too. Not in the least ....Isn't trust what it is all about....I understand the guys over on the CPQ thread are just a tad upset with this five letter word...Glad you aren't selling...Patience...DELL will once again show where they are headed...This year the complexion is IMO in camouflage...DELL has been "spitting nails" waiting to announce a number ....Points to be proven IMO...Anyone that thinks Michael has been happy with these skeptics is a fool...numbers do it best...Don't bet against that guy...You'll be sorry! Best, Kemble