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Technology Stocks : Dell Technologies Inc.

DELL 149.13

-2.1%

Nov 6 3:59 PM EST

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To: kemble s. matter who wrote (155758)	3/31/2000 9:24:00 AM
From: rudedog	Read Replies (1) of 176387

Kemble - I have heard a lot of good things about Meridith and he certainly was a big contributor to DELL's success when it was a small, nimble competitor attacking the big guys. However, his performance over the last year left something to be desired - the 3Q and 4Q statements ahead of earnings were way out of line given results, and Meridith's statements at the last shareholders' meeting, and during the summer, were way to "visionary" and not in line with what happened in the rest of 1999. This leads me to believe that he is perhaps less well suited to DELL's current maturing status, and MSD probably made a good decision to get him back into a role where his quick mind and grasp of the overall market dynamics will show the best return. What DELL's mainstream business needs now is a little more predictability and a little less push and hype - they are no longer the upstart but are rapidly becoming the mainstream.

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