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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Sig who wrote (149023)	12/11/1999 10:22:00 AM
From: Meathead	Read Replies (2) of 176387

I think you pretty well nailed it with that one Sig. It's unfortunate for shareholders that Dell's core business of selling hardware is not trendy or glamorous right now. In fact, it's out of favor with many investors.. period. As you stated, Dell's vision is solid and has been clearly communicated. It does not include competing with the many startups or new businesses where profits will be slim nor does it include taking on industry leaders who are clearly in different businesses altogether. For some strange reason, to many, this indicates a lack of vision. Should Dell change it's business direction every time wall street becomes infatuated with a different market? If farm equipment became the business du jour overnight, should shareholders insist Dell compete against Massey Ferguson regardless of what kind of profits may be involved so Dell's stock price would support farm equipment valuations? Why craft a business strategy solely for the purpose of pleasing wall street when by the time you get any momentum behind it, it's almost guaranteed to be out of favor with the investment community? I personally think that multi-billion dollar growth and profitability has a good chance of being fashionable again in the near future (imagine that). Those with short term horizons or who are impatient and have unrealistic expectations of what the market should return to them (based on the last couple of years) should not invest or stay invested in a company whose core business is out of favor. Why some investors insist on torturing themselves in this fashion is beyond me. Staying invested in a company and hoping they will change their business to please the flavor of the month club is insane. So, the question remains. Why does Dell need to develop and communicate a business model that is non PC centric? If a PC centric model will take a company from 25B to 60B+ over the next couple years, what new business do you shift towards that will virtually guarantee improvement on those numbers by a wide enough margin to double or even triple the stock price? It's all a game of musical chairs. Dell is playing this game by not getting out of their chair so that when the music stops, they'll be guaranteed a seat. MEATHEAD P.S. What's the easiest way to get the friggin formating of these posts correct?

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