<<<<Keep in mind Dell would need people. It only makes sense to use the IBM people from the existing PC segment of IBM. It does no good to have the capacity with the facilities if you don't have the
manpower.
12 hour shifts can be done short term but management can't kill the employees!>>>>
Excellent points Pat. It correlates to Dells statement once made about looking for a new US location to obtain employees.
Kemble may soon find Dell employees brownbagging it on his estate
in NY.
Today is a new day and a new chance. FWIW and looking back, I had an embarrassingly small stake in Dell when we met Three in July of 1997. Just enough to feel I could get by with being considered a shareholder and would just "fake it" the rest of the way.
After all, the directors of many utilities like Washington Energy merely had token stockholdings of a few hundred shares(hehe)
At this time I have over 100X the number of shares and 10X the
value of all holdings as in October 1997. But I almost lost it all
that October. I had set a limit that if my holdings dropped just $3000 more I was out of the market for good. ( explains why I never use a stop-loss order on Dell)
So despite having Dell since 1993, the real gains were not made until 1998 or way late in the program.
If starting over new today, one can choose Dell( consistant 50% earnings growth, perhaps 40% sales growth) and an affordable price of $41, or the AOL, Yhoo, Emc Cmgi,etc stocks. Regardless of which one is chosen, its an almost certain bet the returns will exceed those of 2.4 % C/D's,5-8% on bonds, and even those of bank stocks, entertainment or home improvement centers.
Computers are great entertainment, among other uses.
Regards
Sig
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