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Technology Stocks : Dell Technologies Inc.
DELL 122.55+4.4%Nov 21 9:30 AM EST

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To: Frank Ellis Morris who wrote (126555)5/19/1999 8:50:00 AM
From: edamo  Read Replies (1) of 176387
 
frank....re:" dell and the pr game"

you are in a business where "perception" sometimes means more then talent. many on the thread become perturbed when the word "spin" is used....as in any business, it is the "perception" that moves it forward...msd has achieved a herculean task, his business model is impeccable... but a flaw has developed.........dell is being perceived solely as a box maker, the "dell corporate line" is that they grow faster then their competition, and it can be seen in the numbers......unfortunately they are being asked to "prove a negative", and they do so by offering "the obvious"....in a world of logic this is enough, in a world of admiration for one who has accomplished much, this would suffice........but this world only exists within the walls of dell.....

the aforementioned "flaw", is that dell has been put on the "defensive" by "lesser" people, who have the ability to "spin"..... one cannot advance whilst maintaining a defensive posture

the market wants to hear the forward vision of dell, much in the way that gerstner and platt presented their corporate visions....ironically dell is where in some instances ibm and hwp are going....time to forget about "organics"...time to "play hardball"...stop the defense, go on the offense....and to do so would not upset the business model that got him where he is....the book tour could have been the beginning of the "perception" of the new, mature dell...not a box maker, but a solutions provider..ala ibm, hwp, and even cpq..............time to change the image, and again inspire awe....imho....good luck, what's for lunch? ed a.

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