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


To: Pat Hughes who wrote (127477)5/20/1999 8:34:00 PM
From: gc  Respond to of 176387
 
Next earning report will do. Memory price is dropping dramatically. Intel is going to have a major price cut on PIII. Win2000 is coming. PC price decline is slowing down. Gross margin is going to improve.



To: Pat Hughes who wrote (127477)5/23/1999 4:00:00 PM
From: kemble s. matter  Respond to of 176387
 
Pat,
Hi!!!

RE: Any thoughts on any legitimate news that could get this thing moving again?

News that makes DELL move must be something that creates revenue growth outside the box...or something that attracts a ton of folks to DELL for future earnings potential...
One thing that I have been envisioning is DELL hooking up their corporate accounts (premier pages).... 19,000 and growing fast...remember they are gaining market share and in particular the large accounts since the data storage opened up an enormous number of new account possibilities... Hooking it to GIGABUYS...bringing in royalties on any other items from outside companies that sell across GIGABUYS...The LOYAL customers of DELL return...IMO a tremendous opportunity to capitalize on the culture of WWW.DELL.COM...

Best, Kemble