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Technology Stocks : Dell Technologies Inc.

DELL 131.04

-1.6%

2:39 PM EST

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To: rudedog who wrote (136944)	7/17/1999 9:23:00 PM
From: jim kelley	Read Replies (2) of 176387

Dog, I listened to the presentation and I did not discern the negative elements that you are propounding. DELL's momentum is about the same as it was last year. Using a physics analogy where mass is replaced by revenue and velocity is replaced by rate of growth. So this company is not slowing down in that sense. Further, the management is not focused on the past as you have stated. They clearly pointed out the main directions that the company is taking for the future. They cited 4 focii of growth: 1) Enterprise 2) services 3) Global expansion 4) Consumer PC's. They have stated that each of the areas represented the potential for 10B in incremental revenue. They intend to grow these businesses organically and not buy growth through the purchase of diseased companies as CPQ has done. To date, MD has not been found lying to the DELL shareholders. I personally do not think he is now either lying or exagerating the the potential prospects for the company. In fact, DELL is one of the few companies I have seen own up to its mistakes in the recent past. They acknowledged that they should have lowered their prices more quickly last fall. Yes there was optimism for sharegains from CPQ and other indirect players in the PC market. But that optimism appears well founded because of DELL ability to execute its unique business model. DELL can be forgiven his enthusiasm and sense of triumph over the imploision of CPQ and some of the other PC companies in the heat of battle as long as DELL management stays focused on its goals and does not get distracted by its own rhetoric. CPQ was notorious for lying to its shareholders and cutting sweetheart deals for the inner circle. Let us hope that DELL keeps faith with his shareholders and does not resort to such tactics. In the meantime it should be remembered that the summer season is seasonly slow and Europe is weak this quarter although Asia is getting back to normal. So expectations should be reasonable this quarter. Share gains from the corporate business that DELL is taking from CPQ should materialize in the 3rd and 4th quarter. :)

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