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Technology Stocks : Dell Technologies Inc.

DELL 129.24

+0.7%

Dec 26 9:30 AM EST

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To: stock bull who wrote (173849)	1/23/2004 10:52:23 PM
From: Sig	Read Replies (2) of 176387

Well I guess any company could run into the same problems Dell has today. So many orders they cant keep up and run weeks late on some deliveries, cant buy enough LCD panels Not enough people to handle problems. And it just gets worse, when you are growing that fast They will be adding the equivalent of 10 companies this year- each having sales of $1 bil per year. That may not seem like much,to some, but to a drug store having typical sales of $1 or $2 mm /year its like adding 5000 or 10000 stores each year. And how do you train the added 5k or 10k new hires in the "dell way" ? Some would be laid-off MOT or HPQ workers, and perhaps beyond training. Maybe we could ask Kemble to contact Michael and ask him to cool it a bit, stop adding these business segments that are growing 70% a year or more. Stay away from China until he can catch up with existing orders. Sheeeeeeeeeeesh Sig

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