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

To: edamo who wrote (133891)	6/22/1999 7:37:00 PM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

edamo: Remember that at least 90% of what people worry about never happens <G>. I have faith in MSD and his team and if they launch DELLauctions.com they will do it carefully and in a way that complements the core business in a PROFITABLE way. There are lots of skeptics, pundits, critical analysts etc....BUT remember MSD's track record. He is not perfect (only human) but he and his team have a track record that is the envy of the high tech industry. I'm sure they have studied the online auction market and will enter with laser focus and provide added value to new and existing customers. DELL also is doing MUCH MORE in the enterprise space than many people realize. There will be more e-commerce opportunities via the 19,000++ Premiere Pages than most investors can even comprehend. The DELL business model is solid, the team is strong and I feel VERY confident about their future. Check out what MSD says Friday at his keynote talk at the Forbes Corporate Darwinism Conference for top CEOs...He is talking about the power of the virtual integration model. Blue sky is on the horizon. I'm LONG on DELL for the LONG RUN. Best Regards, Scott

To: edamo who wrote (133891)	6/22/1999 7:59:00 PM
From: JRI	Read Replies (4) \| Respond to of 176387

Edamo- I have to agree with the poster who stated MD was kind of dragged into the auctionsite discussion...at least from the TV interview, he did all he could to downplay its relevance to the bottom-line... I do see both positives and negatives in MD's TV performance(s). I believe one of MD's goals is consistency...consistency of message (over time) builds credibility....problem is, perhaps, that MD's delivery can become mechanical (see the pun) when saying the EXACT same words (and delivery), and a bit hard to listen to (over and over)....he kind of (sometimes) seems to lose a bit of interest (and maybe gets a bit impatient)....his deliveries sometimes lack a bit of passion.....like a politician who is not fully "there"....also, he does (on a rare occasion) get a bit cute with his answers (a bit lawyerly), and given that he is not always the smoothest deliverer (but has certainly improved), it doesn't always come off as well as it should.... However, if one goes back and looks at his statements (again, over time) vs. other top computer CEO's, MD is heads-and-shoulders more credible...many of the others look like flat-out liars (in retrospect)...At the time, though, the "new" statements these other CEO's were saying seemed exciting, but in reality turned out to be hogwash...but the Street ate it up anyway... (and likely punished them later)... Michael Dell is a Tim Duncan-type, executing so flawlessly that's its almost boring...the fans (Wall Street and I guess some investors) would rather see Latrell Spreewell shoot 6 for 20, but look good doing it...If tennis is your game, look at Pete Sampras. MD, for the most part, is telling the story from Dell (the company's) perspective...that there ARE still huge growth opportunities in markets that have been existing for quite some time (PCs, enterprise, international)...Dell is largely NOT going to be the innovator in markets....but develop things incrementally......and, as you know, the executioner......same ol' story, but true...I do agree that Michael should try not to be so staid, sometimes he appears to have a bit of Al Gore in him <g> I thought earlier in the week, his (Dell's) emphasis on Dell becoming an internet company (in all aspects of the business model) was a more compelling argumet, and brought some fresh terminology and thinking into the discussion..... perhaps MD, here too, is being a fast-follower of Gerstner's recent (successful) repositioning of IBM (in the eyes of the Street) as an e-company (a different kind then what Dell is trying to do, but you get the picture), ..I hope to see MD continue to "push" that view, but one is often captive to the (often stupid and inaccurate) questions being asked... Look, as you know, many, many hardware co's that are innovators (Apple, 3com, on and on) have been largely disasters as stocks....I wouldnt expect Dell to be anything but the continuous fast follower....hopefully that will be (again) good 'nuff for the Street...if the earnings growth is there, I'm sure it will.... Tim Duncan (Pete Sampras) will also never be all that good at interviews either...