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Technology Stocks : Dell Technologies Inc.

DELL 126.42

+2.8%

Dec 19 9:30 AM EST

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To: Eric S. who wrote (21311)	11/12/1997 9:28:00 PM
From: Paul Merriwether	Read Replies (3) of 176387

<< Lastly, your suggestion that Dell can't dance "with the change" further displays your lack of understanding of Dell's highly advanced manufacturing prowess.>> Eric Its not a matter of "can't dance" but rather its a matter of "won't dance". Mr Michael Dell has refused to soil his hands by making classless cheap sub 1000 pc's. He goes snooty. He disdains opportunity and money. Surely money and opportunity shall disdain him(or atleast his shareholders). Highly advanced "manufacturing prowess" is over rated. IBM, CPQ, HWP and DEC can do that too. Its a paradigm shift in the PC industry. DELL may do OK this quarter(due to freefalling memory and hard disk prices and its vaunted inventory control) but will have to change its model or die. Good luck -P

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