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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: Murrey Walker who wrote (136852)	7/16/1999 4:09:00 PM
From: Mike Van Winkle	Read Replies (3) of 176387

A great advantage that the direct model, enhanced by the internet, is that Dell is able to avoid being disconnected from its customers. Indeed, reams of customer derived facts are generated daily. So, I find rudedog's suggestion that the Dell team reminded him of CPQ's old management disconnect to be rather strange. From listening to the meeting, I found the somewhat informal interaction of Dell's management with the questioners to lack any hidden meaning. It is hard to imagine what question would pry new information from the Dell management, but one thing is obvious and that is that Dell's management sees nothing new in the market that hasn't followed the trends. To deal with the unceasing vicious market competition, Dell's competitors have to be as efficient as Dell and no one is. This is bad news for the competition who will continue to be on the receiving end (Dell is expecting one of the top 5 competitors to drop out in the near future). As for vision, Dell has a matrix of products for a matrix of customers over geographic areas and Dell is advancing to fulfill its leveraged potential. M. Dell drove home the connection to how competitive a nation is to how advanced their computer investment is and that no country matches the US. Furthermore, Dell sees the PC as the center of a growing universe of digitally connected devices. Nothing new there either. It looks like the story is intact to me. I have not heard anything from the SI Dell board that makes me see anything to the contrary. I get the feeling that some posters are betting against Dell, perhaps it is my imagination looking for hidden meaning! Cheers Mike

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