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

To: stockman_scott who wrote (129117)	5/26/1999 10:40:00 PM
From: calgal	Read Replies (1) \| Respond to of 176387

Yet, I think you'll be surprised by some of DELL's new innovative marketing concepts that could be rolled out soon. The DELL Consumer Division is ramping up Big Time..!! Scott: That would be great. Do you know something or is this speculation? By the way, a kid who works for me told me that it is understood at IBM that MD is going to be their next CEO. His brother works for IBM. Until it is news, I will just treat is as a possibility. LW

To: stockman_scott who wrote (129117)	5/26/1999 11:47:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

The DELL Consumer Division is ramping up Big Time..!! I'm not sure that's good news - might be good for the top line but does not leverage DELL's model well (almost no use for BTO capability, mostly sold through retail where DELL has little presence, cut-throat pricing will depress ASPs and margins...). I would think that plan only works if they do an even more rapid expansion in high margin products of some type, say enterprise for example but there are others. DELL will have the same problem with their on-line gigabuys stuff - margins are different. Not to say that they can't do a different but successful business that way, but it will be a painful transition as viewed in the financials. I hope they have a bigger rabbit in the hat.

To: stockman_scott who wrote (129117)	5/27/1999 10:15:00 AM
From: Fangorn	Read Replies (5) \| Respond to of 176387

Scott, re >consumer division< A friend and I were barnstorming about Dell a while back and speculated that they would introduce a Wintel version of the Imac (color choice, sleek design, small footprint, etc.) in time for the August back to school season and roll out a HUGE advertising campaign for it at the same time and follow through for the Holidays. "Why send your kid to college with anything less than the best... Dell?" They could probably have a notebook version too. I'll take the blue one, and I don't mean IBM. <ggggg>