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

To: edamo who wrote (116268)	4/11/1999 5:42:00 PM
From: Stefan	Read Replies (1) \| Respond to of 176387

So what was your projection of revenue? What will be their revenue this quarter? What is a justified multiple for DELL and based on what? Since you dismiss all the analysts projections and believe that yours is much better it should not be hard for you to answer the above questions.

To: edamo who wrote (116268)	4/11/1999 6:24:00 PM
From: Les Paul	Read Replies (1) \| Respond to of 176387

Edamo stated, > revenue shortfall was only in the eyes of the analysts < I ask this, "WHO ELSE MATTERS?"

To: edamo who wrote (116268)	4/11/1999 6:51:00 PM
From: TREND1	Respond to of 176387

One moment Please ! Could be an interesting Monday? SP500 down 14.20 Nas 100 down 37.50 You may want to save this URL cme.com Larry Dudash

To: edamo who wrote (116268)	4/11/1999 6:59:00 PM
From: Eggolas Moria	Read Replies (2) \| Respond to of 176387

<<dell does not compete in the same market as e-machines...they are a retail product...>> Small businesses and consumers are gravitating to Celeron-based systems, while the PII (and mid-range PCs by extension), according to Dell, is dying. Dell has already stated that it must compete in the Celeron category and sub-$1,000 category "in force." Small businesses and consumers tend to purchase through retail outlets, where there are no wait times and Office Depot delivers. Make no mistake. Dell will be competing with EMachines for the same customers. The new EMachine 400 MHz model is slated for shipment about the 20th according to Best Buy. May have in stores about 10 days later. Meanwhile, they can't keep them on the shelves (even though they are in a back row) and according to the repair center, the repair incidence is quite low. I'll say it again. Dell will be competing with Emachines and with others such as CPQ which will be selling small businesses and consumers Celeron based CPUs at sub-$600. MD has said that Dell intends to grow market share from current levels to 40% of pc market in seven years. Everett says that they will soon enter the sub-$1,000 consumer/small business market in force. The major growth in pc units has come from sub-$1000 and sub-600 segments. It does not take any particular prescience to see that a collision will be coming.