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Technology Stocks : Dell Technologies Inc.
DELL 133.78-0.1%Nov 14 9:30 AM EST
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To: kemble s. matter who wrote (154479)3/1/2000 10:27:00 AM
From: rudedog  Read Replies (1) of 176387
 
Kemble - re: I believe that there is a big plan

I thought CPQ had a "big plan" in 1997... I was wrong.

I have faith that DELL management will deliver on the reduced expectations they have set. I don't believe there is any "big plan" with IBM - nothing in it for IBM, and they are not famous for philanthropy. I have seen a lot of moves by IBM, both open and somewhat hidden, but NONE that would indicate that they are planning anything special with DELL. I suspect that the move of Vanderslice to DELL was the signal of the final collapse of any "behind the scenes" opportunity with IBM.

As far as the rest of the "initiatives" you have been proposing, without substance these are just pipe dreams. Others like GTW are actually executing and we don't even get talk from DELL, let alone action.

WebHosting is big but also a target of every big player. CPQ has done 10 times the investment in web hosting in 1999 that DELL has done, DELL continues to use a leveraged model where Intel does the heavy lifting. An OK strategy to preserve ROIC by keeping "I" small, but not a breakout growth strategy.

re: "This is just the beginning" - unfortunately, the movie has been running for 18 months and we are still at the beginning.
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