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Technology Stocks : Dell Technologies Inc.
DELL 133.35+0.1%Nov 28 9:30 AM EST

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To: John Koligman who wrote (133067)6/16/1999 9:39:00 PM
From: Meathead   of 176387
 
John, I don't know. Dell can add 30k people over the next several years but they absolutely can't do it in 1-2 years. Lou is right, the biggest problem in this industry is attracting scarce talent... one reason why stock options are necessary. Dell continually experiences growing pains of it's own and finding talent is one of
their biggest challenges.

Obviously one way to add skilled headcount instantly is to buy a company. However, we all know that the acquired company usually is overpriced, has a lot of dead weight and will present problems with merging the technical and cultural differences. In many cases,
the time and cost associated with the acquisition does not live up to expectations.

I see Dell's entry into higher end services as likely being a slow and controlled effort targeting the low hanging fruit first (whatever that may be). Within 5 years, they could possibly have a menu of offerings similar to the breadth of IBM's. Combined with hardware
and other growth, Dell will likely be as big as IBM is today... ~80B/year and, IBM will be bigger, but not by the same ratio.

MEATHEAD
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