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Author Topic:   Dell (DELL)
InvestorGuide Weekly
Administrator
posted 08-21-2000 04:24 PM     Click Here to See the Profile for InvestorGuide Weekly      Reply w/Quote
Companies like Compaq, Dell Computer, and Gateway are all looking around for alternative sources of revenue, recognizing the total commoditization of personal computers and the grim profit margins facing them in this price-sensitive market. These three have realized that add-ons like warranties, service agreements, internet access, and financing are the key to maintaining profits. (source: Red Herring) http://redherring.com/investor/2000/0817/inv-dell081700.html

Earnings
Administrator
posted 08-10-2000 06:09 PM     Click Here to See the Profile for Earnings      Reply w/Quote
Dell Computer reported second quarter earnings of 22 cents a share, compared with Wall Street expectations of 21 cents a share. Revenues were 25 percent higher at $7.7 billion. (source: TheStreet.com) http://www.thestreet.com/tech/hardware/1036469.html

Company Name (Ticker): reported, expected, same q last year

Dell Computer (DELL): $0.22, $0.21, $0.19

ag8ion
posted 07-17-2000 07:46 PM     Click Here to See the Profile for ag8ion      Reply w/Quote
DELL is one of the tech companies where Insider Selling has been heaviest for the last 6 months. According to the "What's Next" section of this report, it can't be good for the market when this happens. http://www.jasmts.com/visitor/

InvestorGuide Weekly
Administrator
posted 07-17-2000 03:14 PM     Click Here to See the Profile for InvestorGuide Weekly      Reply w/Quote
eCompany describes at 11 companies that have figured out how to make money on the web. http://www.ecompany.com/articles/mag/1,1640,6864,00.html

rimer
unregistered
posted 07-08-2000 05:11 PM            Reply w/Quote
http://hop.clickbank.net/gostockgo/tradersnet
this is nice

quote:
Originally posted by newguy:
I've been reluctant to buy Dell for that same reason. I've watched on the sidelines for many years as the stock continued to rise, but I never felt like it was a very safe bet. They were destroying the competition on execution alone, rather than on some strategic or monopolistic advantages (a la Microsoft or Cisco). I do expect them to continue to do well, but I don't think it's a sure thing.

InvestorGuide Daily
Administrator
posted 06-26-2000 06:36 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
In brief:

- In September, Dell will introduce a new line of Latitude notebooks featuring fully integrated wireless networking and internal antennas. Right now, Dell notebooks can be bought with add-on cards that allow consumers to turn their laptops into wireless Internet terminals. By contrast, these upcoming notebooks will come wireless-ready from the factory.

InvestorGuide Daily
Administrator
posted 05-16-2000 06:18 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
In brief:

- Dell (DELL) announced its line of trading workstation computers that targets online investors and arms them with financial tools that aid in conducting trades. The machines are meant to duplicate resources that professional traders at brokerage houses use and offer features and services such as trading software, data analysis and news feeds.

newguy
posted 05-15-2000 10:44 AM     Click Here to See the Profile for newguy      Reply w/Quote
I've been reluctant to buy Dell for that same reason. I've watched on the sidelines for many years as the stock continued to rise, but I never felt like it was a very safe bet. They were destroying the competition on execution alone, rather than on some strategic or monopolistic advantages (a la Microsoft or Cisco). I do expect them to continue to do well, but I don't think it's a sure thing.

tolea
posted 05-13-2000 11:55 PM     Click Here to See the Profile for tolea      Reply w/Quote
I've still got a funny feeling about the box-building business. With all the effects of the "rate hikes" by the fed and all the remaining uneasiness in the markets......might we see the market plateau and our stocks trade sideways for a while? Don't get me wrong, I'm gonna hold DELL for some time to come but I'm really not going to expect any fireworks.

InvestorGuide Daily
Administrator
posted 05-11-2000 06:34 PM     Click Here to See the Profile for InvestorGuide Daily      Reply w/Quote
Dell (DELL) Computer reported revenues up 31% and higher first-quarter earnings that topped estimates after the bell. The company beat estimates by 3 cents per share in its first steady performance after two poor quarters. (source: SV.com) http://www.mercurycenter.com/svtech/news/breaking/merc/docs/003906.htm
Dell earnings report: (source: press release) http://www.dell.com/us/en/gen/corporate/press/pressoffice_us_2000-05-11-rr-000.htm

bobcobb
posted 05-11-2000 05:22 PM     Click Here to See the Profile for bobcobb      Reply w/Quote
Well, I didn't get to the board in time to post the estimates, but I will tell you that they reported $0.19, 3 cents ahead of estimates. They were up 6 in after-hours trading when I checked.

mrcool
posted 05-11-2000 02:57 PM     Click Here to See the Profile for mrcool      Reply w/Quote
Dell is set to report earnings. Any predictions? Analysts are looking for 16 cents a share.

newsman
posted 04-25-2000 10:39 AM     Click Here to See the Profile for newsman      Reply w/Quote
Worth magazine ranked Michael Dell #10 on its top CEOs list. Here's what they said:

"A slowdown in Dell Computer's sales growth knocks Michael Dell from the top spot on our list. The computer company's momentum began to ebb in February 1999, when it reported that revenue growth slipped to 38 percent in the quarter ended in January, from 51 percent in the previous quarter. Dell also publicly suggested that the company would not meet analysts' expectations for the first quarter because of slower-than-expected sales and delayed deliveries from suppliers. INTERNET STRATEGY: "The Internet will become as fundamental to your business as electricity," Dell likes to say. Online orders now make up about 50 percent of sales (recently about $40 million a day). In February, the company started a division to sell servers and disk storage equipment to Internet service providers and hosts. This market, now at $2 billion, is expected to grow eightfold over the next three years. And the Internet is more than just a sales channel. "Order status calls, which can cost up to $13 each, can be handled over the Internet for essentially no cost at all," Dell recently said. WHAT'S NEXT: Analysts expect Dell to expand its worldwide market share from 10.8 percent last year to 18.7 percent by 2002. MANAGEMENT STYLE: Sweats the details, then sweats them some more. Adopts the best practices of other companies. Unafraid to look outside the company to fill skills gaps. Recent hires include Goran Malm from GE as president of Dell Asia-Pacific and James T. Vanderslice, a 33-year IBM veteran, as vice-chairman. BUSINESS PHILOSOPHY: The customer drives everything the company does. BIGGEST CHALLENGES: Manage investors' growth expectations; generate new sales as users make the transition to Windows 2000 and the Linux operating system (the free versi on of Unix). FINANCIAL REWARD: His 14.3 percent stake in the company is worth some $20.5 billion."

hecubus
posted 04-07-2000 01:42 PM     Click Here to See the Profile for hecubus      Reply w/Quote
Here's an article about Dell's new business plan:

http://www.internetnews.com/asp-news/article/0,2171,3411_336641,00.html

InvestorGuide Weekly
Administrator
posted 02-28-2000 01:23 PM     Click Here to See the Profile for InvestorGuide Weekly      Reply w/Quote
PC box maker Dell is getting into the web site hosting business.
http://www.dellhost.com

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