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

To: Byron Xiao who wrote (119369)	4/20/1999 3:58:00 PM
From: Woz	Read Replies (1) \| Respond to of 176387

Byron, why don't you try doing some homework...ie read through the recent posts on this thread, many of your questions will be answered.

To: Byron Xiao who wrote (119369)	4/20/1999 4:22:00 PM
From: Alohal	Respond to of 176387

Byron, <<...most people believe the capital spending of corporate IT department will slow down in the second half of 1999 because of Y2K>>. Most people meaning who? That is one view. Another view, which I happen to share, is that capital spending by non Y2K compliant companies, especially small and medium size companies, will be buying hardware with both hands as a solution. BTW I believe I've heard Dell executives voice this view also, but I don't have any cites. IMO Dell is perfectly positioned to win a very large percentage of this business based on both price and service. Why would you sell Dell that you got in the 40's now, at a loss? Do you believe Dell will decline further near-term? Long-term? Remember, Dell earning are May 18 and there will surely be a very nice run-up as the date approaches. JMO. Regards and aloha.

To: Byron Xiao who wrote (119369)	4/20/1999 4:50:00 PM
From: Kenneth Aird	Respond to of 176387

From the EMC earnings press release. Rueppel said EMC's stock price has factored in Y2K issues, yet the company feels Y2K problems won't effect storage demand or demand for EMC products for remainder of year. EMC sells to large corporate IT departments. The same ones Dell sells servers and desktop PCs to. I would guess they have a better handle on their customers plans than "most people". Dell management has hedged their bets by stating there may be some slowdown in IT hardware spending in the second half, which they hope to offset with spending by small business. Where I work we were told that 486 based PCs will stop working in the year 2000. Do you have any idea how many clueless small businesses are still using 486 PCs? While they might be able to fix them with a BIOS patch, how likely is that given the low cost of a new PC these days? A service call to install the new BIOS would probably cost nearly as much. The rule of thumb here is that a routine field service call costs $500. Dell has a program to "help" small businesses deal with Y2K. In fairness I admit that many investors may sell hardware stocks based on groundless fears of an IT spending freeze or even Y2K induced systemic failures in the supply chain. (I am counting on Dells excellent management to have contingency plans for the latter, much more likely occurrence). That is one reason I reduced my margin exposure today. Not due to any lack of faith in Dell, but rather due to lack of faith in analysts and individual investors understanding and knowledge. Ken