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

To: JRI who wrote (137519)	7/24/1999 12:42:00 PM
From: OLDTRADER	Respond to of 176387

RE:John Rosser-Excellent post!wbm

To: JRI who wrote (137519)	7/24/1999 4:40:00 PM
From: Chuzzlewit	Respond to of 176387

Whoops! I just saw this after I answered Cool. Did good, but I do disagree with one comment: IMO. They [AMZN] will survive as a business. I wouldn't bet on it. TTFN, CTC

To: JRI who wrote (137519)	7/24/1999 9:00:00 PM
From: kjhwang	Read Replies (1) \| Respond to of 176387

My implication was not that dell is not a viable investment for capital appreciation. Rather, that a new era is quickly forming around us with the internet being in the middle of the fray. As a consequence, a new dawn is upon us spawned from the pc era. Of course, earnings must ultimately be the confirmation of business success, but, you must remember, these businesses are in the early stages of the s growth curve. And as such, other means are required to quantify this success, i.e. top line growth, until these businesses further mature. My point was that previous measures of maximum sustainable growth can be and more importantly are being shattered by these new business models. Thus, dethroning dell in this regard. Further, your point of Dell purchasing internet businesses, loading the balance sheet w/debt, etc. etc.. is unclear as I was not suggesting this as a means for improvement. Additionally, the hostility of your tone is unwarranted. I only come in search of broadening my knowledge and friendly discussion for the sake of learning, not fights. Thank you for pointing out that the dell management knows more about growing shareholder value than I, it would be pointless for me to invest in this enterprise otherwise. Speaking of dell.... Clearly, the technology boom is at a crossroads, and, at these inflection points, Dell must act accordingly. My worry with dell is of active inertia (pls. see Harvard Business Review July - August 1999) where its previous success becomes the shackles which prevent dell from performing the proper actions for successful adaptation to this changing environment. With active inertia, four things happen: strategic frames become blinders; processes harden into routines; relationships become shackles; and values turn into dogmas. But this is another issue entirely... TCI