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

To: kemble s. matter who wrote (129672)	5/28/1999 1:47:00 PM
From: D. Swiss	Read Replies (1) \| Respond to of 176387

Kemble, you call 38% and 42% growth flat??????? I wish I could have such flat performance with all my stocks. Looks like we are getting significant institutional buying interest here. thomsoninvest.net and enter Dell. :o) Drew

To: kemble s. matter who wrote (129672)	5/29/1999 1:20:00 AM
From: Bandit19	Read Replies (2) \| Respond to of 176387

Kemble, Hi, RE:...I believe their priorities are with the future growth and not with what the street expects DELL to do at the moment...Being patient here....BECAUSE.....My trust is in Austin... Very very true...now enjoy some thoughts from Gary Spear's courtesy of 'The Spears Report' Dell computer (DELL) was upgraded from an 'A' to an 'AA' on our Consenus List this week by the addition of a recommendation by the Pure Fundamentalist. This means that five out of seven of our Consenus Leadership services are currently rating the stock a Buy, with MPT rating it as a Hold. The stock is now trading below its 200 day moving average, some 35% off its high the first of February, and is in an excellent buying position. Several Wall Street analysis have issued upgrades on the stock and OTC Insight this week reinterated a Strong Buy recommendation. Why has mighty DELL slipped this year after rising 300% in 1998? The concern began with the fate of the PC itself. There has been conjecture in high tech circles for a year or so about the rapid replacement of PC's with various internet appliances, from digital mobile phones with wireless internet access to sophisticated new versions of web access through cable television services. When Compaq pre-announced poor earnings and initially blamed slow demand for PC's the conjecture seemed to many to have become reality even sooner than expected, and people unloaded PC stocks en masse, even the world's #2 supplier. We said they were wrong, that Compaq's problems were their own problems, largely an unworkable marketing model using third-party retail outlets which could not undercut prices on their own web-site, disallowing the competitive advantages of the 'Direct from Dell' model. We said Compaq's problems would be Dell's gain. Dell's daily internet sales since increased 50% from $12 million per day to $18 million per day, demonstrating to anyone who's watching that PC's are far from dead, and that Dell will continue to lead the PC sales revolution. Wall Street is just beginning to catch on. What about the threat from Internet appliances? The trend is real, as evidenced by the fact that most first-time PC purchases today are made explicity to gain internet access. Theoretically, then some other appliance that provides the same access, especially if it is an already familiar appliance like TV, may well cut into new PC sales somewhere down the line. We just don't believe that this trend will prove to be a threat to Dell anytime soon. The reason? Michael Dell Our 'A' list has over and over again identified leadership companies with several features, the most striking of which is the presence of visionary leadership at the helm. PC's may someday say good-night but Michael Dell is not going quietly into that good-night. Dell is on top of the PC paradigm switch and has recently won contracts that evidence its determination to lead in any new emerging model, whatever it proves to be. On the one hand, Dell was recently selected by NTN Communications (NTN) to provide technology solutions for their new Digital Interactive TV Network. NTN distributes interactive sports and trivia games to hospitality locations such as restaurants, bars, and hotels. So Dell is working to be the appliance provider for PC alternative modalities. On the other hand, Internet appliances, are only one end of the internet. Whatever the receiving appliance in the consumer's hand, most of the information they will be accessing will not be e-mail, but a vast array of streaming information that is quickly becoming synonymous with the net. This information must be housed on Internet servers somewhere, and Dell is rapidly becoming the provider of choice for this exponentially expanding market. On the other end of the net, NuView, the Houston based Internet software company, has just released a new product called ClusterX that manages both Microsoft Cluster Service (MSCS) and Windows NT Load Balancing Service (WLBS) clusters (both used in a typical large internet computing enviroment) Dell will make ClusterX available on their PowerEdge Cluster Servers,which are rapidly gaining market share. Some analysis are still saying that the days of Dell's most explosive growth are over. Don't believe it for a minute. The internet expanded by almost 800% in 1998 and is on track to grow by a much larger margin in 1999. Dell will be there to reap the profits on both ends. ---------------------------------------------------------------------- I think Gary must read this thread. I also think he truely 'gets it'..for he realizes...DELL is the next DELL! Best, Steve