SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell Technologies Inc.
DELL 133.35+0.1%Nov 28 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mohan Marette who wrote (131257)6/5/1999 3:43:00 AM
From: Keo  Read Replies (1) of 176387
 
Well, when the "chips" are down... <ggg>. Interesting discussions, Mohan and Arthur. Nice segue on the flipping from fritos to pcs.
And, in a way, it seems like an interesting fit....
From the point of view of
-1- can the guy rally a team (good strategies + good interpersonal dynamics go a long way towards compensating for lack of industry-specific knowledge)
-2- distribution outside the US. In a word, connections, connections, connections. Worldwide Ops embraces a lot of stuff with import/export regulations, brokers, etc.. where your pal at the freight forwarder is a serious asset to steady sailing.
And if Allen was instrumental in getting mfg. quality significantly improved at FritoLay, then that's a profit booster. Or good preventative maintenance. (Right the first time is a great notion)
-3- And let's look at Scott's recent post with the % of US Households that have PCs. Probably same % of households have had potato chips in a one-month period.

All spoken in a fit of jest, but as Arthur points out, Jobs erred in selecting Sculley; MSD was surely involved with Allen's appointment at Dell... and... well..
we'll see......And actually, I'm craving a potato chip.
I think I'll log off the computer and get some pretzels.

<ggg --- welcome home, Arthur!>>
kathy

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext