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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: mepci who wrote (160399)9/6/2000 2:12:02 PM
From: Mary Cluney  Read Replies (2) of 176387
 
mepci,<<<I don't want people to put undue pressure on this team.>>>

That is really up to the management team. They know what capacity they are gearing up for and regardless of market conditions, as long as they are the low cost producers, they can always take away some market share from CPQ, IBM, HP, NEC, et al.

Most of this is in execution. I still think MSD is very confident that the DELL management team can execute. But, can they manage expectations? For now, that is the more important question?

Mary
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