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

To: edamo who wrote (134717)	6/27/1999 8:38:00 AM
From: Paul van Wijk	Read Replies (1) \| Respond to of 176387

Edamo, What are your thoughts on the following issue. There are 4 ways for a company to achieve growth. 1. Penatration, selling more of the same to the same customers. 2. Product-development, selling new products (servers, workstation, storage etc.) to existing customers. 3. Market-development, selling existing products to new customers (China, Europe but also the consumer- market). 4. Diversification, selling new products to new customers. For example their ISP-activities in Europe. When we look at the succes-rate of the 4 options mentioned above history makes clear that diversification is a very, very risky strategy. 1. Penetration, 80% succes, 2. Product-development, 50% succes, 3. Product-development, 25% succes, 4. Diversification, 5% succes. I believe it was Igor Ansoff that was the first who wrote about this theory. Anyhow, what are your thoughts on the diversification- strategy in relation with Dell. Paul So far Dell only loooked for expansion by entering either new markets (geographic) or launching new products. I consider their It seems to me that they now started a very risky strategy of entering new markets with new products. I mean their web History has proven that these kind of moves have an extremly high rate of faillure (80% I believe).

To: edamo who wrote (134717)	6/27/1999 11:46:00 AM
From: Meathead	Read Replies (1) \| Respond to of 176387

Edamo, it's clear you refuse to actually read my posts on these issues to gain any understanding of where I stand... instead, focusing on one liners out of context within the framework of a larger concept. Therefore, any further or future meaningful debate with you on any subject will be a useless waste of time. MEATHEAD P.S. Making public how many shares you own is in bad form and reflects a certain amount of insecurity... no one cares, it can't be verified, so why bother? Furthermore, individuals who run $100M companies as you claim don't have the bandwidth to participate as full time thread jockeys if they are focused on running their business... yet, you seem to know better how Michael Dell should be running his. Comical.