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Technology Stocks : Dell Technologies Inc.

DELL 126.41

+2.8%

Dec 19 3:59 PM EST

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To: rudedog who wrote (165532)	5/23/2001 8:46:57 PM
From: stubba	Read Replies (3) of 176387

Vanderslice comments only reinforce why I believe Meredith chose to resign I don't think Meredith saw eye to eye with Mort on many issues and was even having more difficulty with Vanderslice. With $500+ million net worth, Meredith decided it wasn't worth it anymore. Many spoke about how Vanderslice would push Dell to the next level in storage/enterprise and grease the skids for a much more comprehensive service deal with IBM. From what I understand the only thing Vanderslice was known for at his former employer was slashing costs by eliminating jobs. In my opinion that is all I have seen thus far from his tenure at DELL. With all the recent layoffs, especially at the middle managment level - how in the world could they integrate any acquisition into the Dell culture ??? I don't think there is enough management bandwidth or depth at DELL right now to make any significant acquisition successful. However, if they were hell bent on using some of their cash and authorized shares to buy something. I think that a service organization that would help them advance deeper into the enterprise space and storage would be a good idea along with maybe a major player in web-hosting.

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