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

To: Meathead who wrote (136951)	7/18/1999 12:08:00 PM
From: rudedog	Respond to of 176387

meathead - point well taken. DELL continues to execute well, remains focused, so far has not violated the basic model which has led to their success so far. I have no real worries about their corporate performance - the culture built over the last decade is too deeply ingrained in the employees. I guess I was reflecting the huge disappointment I had with CPQ management between early 1997 and today. CPQ had a good plan and all they needed to do to deliver was execute. I felt good about the stock and the companiy's prospects. Instead of delivering on the plan, they got caught up in some kind of macho ego trip and let the business fall apart. I saw the signs starting in 1997 but chose to ignore them, since I had faith in the middle management and believed in the strategy. I would have done better to put the money into a market rate account, I think... But a lot of my investment decisions are based on "gut feel" backed up by a little research, so I try to listen to those feelings. DELL is clearly executing well in the field, and is doing even better as a "fast follower" than in years past with careful but modest investments in areas like application servers and storage that will allow them to leverage the PR of IBM and CPQ in those areas. I am probably putting too much emphasis on slight changes in management style. After all, those guys have a right to be a little proud.

To: Meathead who wrote (136951)	7/19/1999 3:43:00 PM
From: Fangorn	Respond to of 176387

Meathead, You wrote... >>What really blows my mind however is the large number of investors who are disappointed that Dell will be aggressively going for share in the few boring businesses that generate ~ 1 Trillion in revenue yet all but ignoring acquisitions of business who compete in the more galmourous headline generating businesses of < 20 Billion. When they told me Americans didn't possess the ability to do basic math, I didn't believe them.... now I do.<< That says it all for me... thanks.

To: Meathead who wrote (136951)	7/19/1999 4:18:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Meathead, Hi!!! RE: Message 10551513 I'm over excited about the look on the faces of the DELL management...Their "boring" looks with the same smiles of confidence have me so emotional I have to be told to behave myself when telling everyone what I see in the future for DELL's revenue growth...Guaranteed I have watched for this same smile and expression for well over three years...it took me awhile to figure this out...but once I saw this look of confidence I sold almost every stock I had and bought all the DELL I could ...For those that feel our management team isn't animated enough they should perhaps buy some Compaq....I'll bet their management team is a very interesting and exciting group to watch in action..That is if they can even find a CEO to handle the possible massive cuts that they surely must endure....Of course CPQ only had 300 at their meeting and I understand their shareholders had a whole different attitude about that look of confidence....They're still looking for that "boring look" so many DELL shareholders found long ago... Best, Kemble