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


To: stock bull who wrote (134971)6/29/1999 1:31:00 PM
From: George Wave  Read Replies (1) | Respond to of 176387
 
stock bull,
You clearly are asking all the right questions and illuminating perhaps the most important one of all...core competencies. Sometimes acquisitions seem comparable to an addict getting a fix...a short term boost. And clearly, how can an organization manage a vast influx of additional resources and problems that can come from an acquisition when it's having difficulty keeping its own house in order?

And what is Dell to become? Logic, common sense and intuition say they should stay on course to become the global backbone of hardware and service...things they currently do quite well. And this then begs the question, "Does x acquisition enhance their core competency?" And then of course there is the execution...and somehow I trust in Dell to make the right decisions a majority of the time.

Thanks for sharing your MIT experience. I look upon experiences like you mention as tuition at the College of Knowledge. (C of K should award me a double doctorate for all the tuition I've paid!) A Zen master, Shunryu Suzuki once said, "We should find perfect existence through imperfect existence."

Thanks for taking the time today. I've enjoyed our interaction.

Best regards,
George