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

To: Mike Van Winkle who wrote (136862)	7/16/1999 4:41:00 PM
From: arthur pritchard	Respond to of 176387

mike:<some posters are betting against dell> I am not, but i definitely like more flare, from management. And that may be my own problem. There are places I can invest, which excite me more right in here. I was very much hoping for a better presentation. For example, one may disagree with say msft on alot of things, but I find them to be doing things with "flare"---a certain style. Yes, for me personally, it is a matter of style...And the way INTC handles its relations with wall street....Dell has heard ALL these type of complaints, and the universal response is efficiency, efficiency as far as I am concerned...i have no secret agenda, just had my hopes up for more flare...i was so spoiled last year...this is too dull for me right in here...

To: Mike Van Winkle who wrote (136862)	7/16/1999 6:00:00 PM
From: Steven Campbell	Respond to of 176387

Mike, I have to agree with you. The story remains intact. I was at the meeting and the metric tour, and what really excited me was how Michael outlined DELL's growth opportunities. It appears that DELL plans to grow at significant rates RELENLESSLY. It is the dull, boring RELENTLESS HIGH GROWTH rate of a MASSIVE company, with a very young level headed CEO that got me truly excited about the stock. I am happy, because I feel that the downside risk has decreased more than the loss of upside potential, thus allowing me to sit comfortably on huge unrealized capital gains. The reduction in downside risk is very important to someone like myself who wants to ride out a potentially large fall correction without selling. I applaud MSD and team for keeping the company moving in the direction. Best of Luck with your investments. Steve Campbell.

To: Mike Van Winkle who wrote (136862)	7/17/1999 8:30:00 PM
From: rudedog	Read Replies (2) \| Respond to of 176387

Mike - My comment was really more about attitude than substance. Yes, DELL has better contact with its customers than anyone in the business - but that has nothing to do with management looking at past success rather than future challenges. I posted in November of '98 my reasons for believing that DELL would be trading in the 35-45 range (70 to 90 pre-split) through mid-99 at least, and probably through the end of the year, and included a lot of careful analysis and data to back up that opinion. I got hooted off the thread as a short seller, naysayer, CPQ bigot... as it turned out, that read was pretty accurate. Since I still have a large DELL position, the potential of the company going forward is a major interest of mine. I find the attitude I saw on the stage and the press MSD is doing (we're going to expand in a contracting market etc.) to be disturbing, since I see little substance to back up the statements. The reference to the CPQ 1997 meeting was just a gut feel - I watched Pfeiffer and Mason strut around making statements about how they were going to rule the roost without any clear idea of how that would happen (this was before both the Tandem and DEC acquisitions). It was that attitude more than anything else that convinced me to sell some of my CPQ position and buy DELL. MSD at that time was under-selling and over-delivering - his public statements were free of the kind of predictions that I heard in this meeting, at a time when DELL was on a much stronger upward trajectory. I just find the shift in attitude disturbing.