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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Mike Van Winkle who wrote (132902)	6/15/1999 10:40:00 PM
From: edamo	Read Replies (1) \| Respond to of 176387

mike, i appreciate your response, you are familiar with deming and the evolution of the industries he was a mentor to...the point that i try to make is that dell did not originate the model, he did however tweak it to a point of extreme accuracy, much more than any corporation before him. my concern is that for all the pluses that a model working at near perfection offers, it reaches a point where the continued growth makes execution at times more difficult, not due to the internal workings of the company but to the reliance on outside entities for survival. many on the thread have a killer mentality and want dell to be the last man standing after it decimates the likes of ibm and hwp who in essence are strategic partners...my only point is that all should keep things in proper perspective and realize that what is being achieved is in the best of times...and the model can't afford to bite the hand that feeds it..thanks

To: Mike Van Winkle who wrote (132902)	6/15/1999 11:52:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

<<By the way have you noticed how low the institutional ownership has become for Dell stock compared to what it was? Here is a nice table that a poster over on TMF mentioned, quicken.excite.com; Mike: That was a great link....It is fascinating to compare the three year revenue and EPS growth rates for DELL, GTW and CPQ. I also like to look at the return on assets and the income generated / employee. Nobody is even close to DELL. It is shocking how far behind Compaq is in almost every metric. What surprises me even more is the number of institutions that still own that stock. IMO, they need to do some homework and look under the hood at CPQ. If they need some help, Piper Jaffray's Kumar has a recent report that talks about the downside for Compaq (he feels it could go down into the teens). It is downright risky being in that stock -- I would rather have my institutional money invested in a well run cyclical <GG>. That Quicken link just demonstrates how there are still MANY confused institutional money managers. IMO, they are not being good stewards of the money that they have been given to invest. One of these days DELL's superior business model and total return will become SO OBVIOUS that it will be like a headlight shining in their eyes...sort of like a BIG wake up call..!! Best Regards, Scott