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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: larry who wrote (128954)	5/26/1999 2:48:00 PM
From: edamo	Read Replies (1) of 176387

larry...re " can you improve on perfection?" dell has executed its business model in an impeccable fashion...the market has rewarded this act of perfection with a tremendous value placed on dell stock over the years. the market now wants to know what do you do for an encore "mikey"?...it's obvious that 40 or 50% growth in what the market perceives as an extremely competitive and perhaps diminishing sector is not enamoring, and it reflects in the stock price. critical mistake would be to become a "merchandiser"...natural evolution would be to expand into the arena of services and internet business support, as ibm, cpq, hwp.... when "mikey" declared he would beat ibm...was that ibm the "pc maker" or ibm the "total solutions company", gerstner has declared the internet business machine, platt on chapter two, compaq not far from dead..."mikey" what's coming next...more pc's or something a bit more dynamic...transfer your expertise to a new, but related venue, you're in the spot light...dance mikey, dance....so we can all applaud your new act....ya beat the ibm chimp...but look out...here comes his daddy...king kong!!!!!

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