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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Bill Wexler who wrote (17472)2/17/1999 1:56:00 PM
From: Cogito   of 18691
 
Bill -

News item re: Dell. Ford standardizes on Dell for ALL computers worldwide. That includes notebooks, desktops and servers, all over the world.

Do not underestimate Michael Dell's ability to manage change. I believe there's a good chance he will find ways to renew top line growth.

I think that comparing Dell to Iomega is a bit of a stretch. Iomega had gotten much farther ahead of itself, pricewise, and had much bigger problems than Dell has.

- Allen
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