Michael Dell Companies Quotations

Our investments in these companies will accelerate their development, and allow us to continue to lead the industry in computing and services for the Internet,

We are particularly interested in early-stage companies with products and services which have the potential to create breakthroughs in the evolving Internet age, with an aim to integrate those products and services into Dell's business and drive our future growth.

We see a healthy industry in the year ahead, ... Major demand drivers, including processor transitions and component cost reductions, remain solid, and consolidation is separating top companies such as Dell from the rest of the field.

Current softness in industry demand and profit margins is not a secret, ... But in this environment, the differences between Dell and other major companies are compelling.

During the first half of fiscal 1998, demand remained solid. The top companies have been consolidating their market shares during this period, and Dell has emerged from this environment as a leader in market share growth.

A lot of these companies are talking about going direct, but few of them are transitioning significant portions of their business to direct, ... We grew 2.8 times faster than Compaq in servers, 4.8 times faster in notebooks, and 3.2 times faster than Compaq overall.

All companies use servers of various sizes. Servers represent a disproportionate amount of profit opportunity. That's why we're using our direct marketing model to bring (them to customers), ... Capital Ideas.