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To: mad max who wrote (1)4/9/1998 6:02:00 PM
From: Larry Loeb  Read Replies (1) | Respond to of 186892
 
From today's wires:

Dow Jones Newswires -- April 9, 1998
Dell's Tone Remains Bullish; Co. Says
Growth To Continue

By Christopher Grimes

NEW YORK (Dow Jones)--Dell Computer Corp. (DELL) set a bullish
tone with Wall Street analysts Thursday, even as many other technology
companies have issued nothing but warnings so far in 1998.

Michael Dell, chief executive and founder of the Round Rock, Texas,
company, said he was confident his company could continue to grow faster
than the rest of the personal computer market in 1998.

Dell's growth rate has averaged about 55% a year.

He said several factors should spur personal computer sales this year,
including the introduction of Microsoft Corp.'s (MSFT) Windows 98, faster
models of Intel Corp.'s (INTC) Pentium II chips and "rich" e-mail
applications that allow electronic transfer of voice and pictures.

"We believe growth in the industry will again exceed 15% between now
and 2000," Dell said. He added that whatever the growth rate is this year,
his company will outpace it. But he did say there were areas that the
fast-growing company needed to improve. For one, the company's brand
image needs some work.

"Dell has suffered brand discounting, and our goal is to eliminate that," he
said. "Our awareness can be extended to a wire market."

Dell, the company's CEO, said there's usually a lot of nervousness during
the first half of the year about the state of the PC industry. But the tone of
Dell's analyst meeting Thursday was decidedly confident.

"We can't remember a time in our history when what we're selling is so
diametrically different from the products that are already out there," Dell
said.

"There is a massive upgrade market, and that favors Dell," he said.

Dell also said the company would begin to sell some of its OptiPlex
desktop computers using the low-end Celeron chip, which Intel is expected
to introduce next week. In some ways, this is a departure for Dell, which
has always said it had no interest in the low end of the PC market.

In addition, early reviews of the Celeron chip have characterized it as
disappointingly slow. Dell said concern about how the market will react to
the chip is "legitimate."

"Our focus is on the high-performance end of the market, and Intel has
made a fundamental shift in its strategy" to address the sub-$1,000 PC
market, he said. "There may be some questions (about the new chip's
performance), and we have some of those concerns."

Dell, the company's CEO, said his company is unlikely to follow the lead of
Compaq Computer Corp. (CPQ) and International Business Machines
Corp. (IBM) of using Advanced Micro Devices Inc.'s (AMD) K6 chip.
The K6 is an alternative to Intel's Pentium II chips.

"If we felt some other product would give us a higher profit, we would use
it," he said. "Intel comes out ahead."


He also took a swipe at his competitors' attempts to emulate Dell's method
of selling computers directly to customers. Compaq and others are using a
hybrid approach of selling computers through partners and selling directly.

"Five years ago, Dell was a direct and indirect company at the same time,"
he said, "and that didn't work. We'll see if it works for our competition."

Dell is committed to expanding its base of vendors who provide services, a
company spokesman said. He noted that this will continue as Compaq has
agreed to acquire Digital Equipment Corp. (DEC), a service provider for
Dell equipment.

However, Dell customers will still have the choice of using Digital
Equipment, he added.

-Christopher Grimes; 201-938-5253



To: mad max who wrote (1)8/15/1998 3:36:00 PM
From: SargeK  Respond to of 186892
 
Hey Techies,

Check out the oil service sector ($OSX),NYMEX

FGII and GLM are great companies @52 weeks lows.

quicken.com

DRILLING FOR OIL

The Oil Service Sector ($OSX) has been grossly over sold:

cbs.marketwatch.com

Many of the drillers and fabricators are selling at P/Es significantly below projected (+20%/3-5 year) growth rates. At 12 1/2 GLM has a P/E of 7.58/FY98 and 6.28/FY99. Another, FGII @ 14 « has a P/E of 9.9/FY98 and 6.47/FY99.

With crude selling a 10 year low, companies in this sector have potential for exceeding previous 52 week highs and doubling are tripling present price levels, when, not if, crude prices return to historic median price levels (above $15 in 1996 dollars).

Worldwide consumption of crude is projected by the Dept of Energy to grow @2.1% (real) per annum from now until 2020. New discoveries cannot keep up with the increased demand.

Opportunities to buy great companies at distressed prices rarely occur, especially when the basic commodity is over the long term guaranteed to be in short supply. Crude prices will recover -THEY ALWAYS HAVE-. When they do the OIL SERVICE SECTOR WILL EXPLODE!!

I, nor; does anyone else know if the sector has bottomed. But, the fundamentals are outstanding and at this level, downside risks are far outweighed by potential rewards.

LOOK AT THE FUNDAMENTALS OF THE OIL SERVICE SECTOR AND COMPARE FUTURE POTENTIAL WITH YOUR CURRENT HOLDINGS.......

SargeK



To: mad max who wrote (1)7/30/1999 1:12:00 PM
From: ScotMcI  Read Replies (1) | Respond to of 186892
 
Can someone please tell me the closing price for Intel on July 15 (or even better, if there's a free source of historical stock quotes, let me know where). Thanks.



To: mad max who wrote (1)10/9/1999 3:31:00 PM
From: sun  Respond to of 186892
 
biz.yahoo.com



To: mad max who wrote (1)9/11/2000 1:34:34 AM
From: maui_dude  Respond to of 186892
 
Aloha,
here are a few Intel/PC related articles.

PC sales seen up through 2001 (yet another article!) at
ebns.com

Sun's UltraSparc III finally ready to slug it out with Intel's Itanium
ebns.com

Intel, ServerWorks relations may change at
ebns.com

Maui



To: mad max who wrote (1)4/9/2003 9:54:07 AM
From: Tushar Patel  Read Replies (1) | Respond to of 186892
 
Microsoft Announces Support for Native 64-Bit Windows Operating System For Upcoming AMD Opteron and AMD Athlon 64 Processors

biz.yahoo.com



To: mad max who wrote (1)8/30/2022 4:54:29 PM
From: Geospatial Investor  Read Replies (1) | Respond to of 186892
 
Interesting to read such ancient analysis, only a year after the internet really got going for the public. I wonder what machine this post was written on.