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Technology Stocks : Dell Technologies Inc.
DELL 138.940.0%Dec 5 9:30 AM EST

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To: edamo who wrote (150671)1/7/2000 1:37:00 PM
From: Chuzzlewit  Read Replies (1) of 176387
 
Edamo,

dell management and "mikey" included have failed in 1999 to present a clear forward vision of dell the company, beyond being just a highly efficient and profitable assembler.

I think there is a lot of truth in what you said. Many on this thread have discussed just that issue for well over a year.

But I partially disagree with you on one point:

a company can be tremendous as dell is, but unless the ceo plays the "market game", the company and its share price will be ignored.

Simply being visible is not the answer. I think that it is self-defeating when you are visible with nothing to say about "reinventing" yourself. I want substance over form.

TTFN,
CTC
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