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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: rudedog who wrote (149130)12/14/1999 3:32:00 PM
From: Chuzzlewit  Read Replies (2) of 176387
 
Rudy,

You observed that:

I would be more impressed with something that won a few hearts and minds. I'm not too impressed with just "more of the same" given the stock performance we have seen this year on what was really fine traditional execution by DELL. They obviously need to do something more than just turn up the volume on their current strengths.

I agree.

Perhaps it's time for Dell to become a true technology company. Use some of that cash horde to invest in R&D and develop new products. MSD noted that Dell's initial strength was its ability to utilize technology created by others. Perhaps it's time to abandon the old ways and to create technology that will be the growth engine for the future.

TTFN,
CTC
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