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

To: D. Swiss who wrote (143113)	9/29/1999 11:39:00 AM
From: OLDTRADER	Respond to of 176387

RE:Drew-Thanks -now that type of post is helpful-Best,wbm

To: D. Swiss who wrote (143113)	9/29/1999 1:20:00 PM
From: D. Plen	Respond to of 176387

Drew, Thanks for the update from DELL IR. You can find out a lot of TRUE stuff by going to the source. You've done us all a service. Much Appreciated D. Plen

To: D. Swiss who wrote (143113)	9/29/1999 2:05:00 PM
From: rudedog	Read Replies (4) \| Respond to of 176387

Drew - also posted this on the CPQ thread. This deflates my recent optimism about DELL's services plans. giga - some bad news for DELL (posted on Yahoo) this may explain DELL's recent moves with IBM service. I am now pretty confused by DELL's positioning in the services space. They had put a big push on creating an internal services business, invested in both infrastructure and people, now they seem to be willing to pass that business (and its potential profit) to a strong competitor (IBM). As a DELL investor this concerns me - in-house services seems like a critical piece of DELL's ability to do enterprise sales, which are in turn critical to DELL's ability to maintain profits and ASPs going forward. Is DELL giving up on the hard transition to enterprise provider and going for the short term fix? Alert --- Dell Placed on Vendor Watch Unacceptable level of complaints from new Dell customers post.messages.yahoo.com. Question: Have the problems with Dell that Giga has reported reached a level customers should be concerned about? Answer: It depends --- currently, existing long-term Dell accounts are not reporting problems out of line with other vendors. However, new Dell accounts, particularly those that have reported activity during the last three months, have reported configuration, support and relationship problems with the firm. Because the problems largely appear to be new accounts, this does not reflect a broad quality problem with Dell, but does reflect a risk for accounts that are choosing to move to Dell from another vendor --- a move that we believe is unreasonable. Reported problems have included misconfigured hardware, product delivery delays that surprised the related IT staff, a tendency to make commitments in order to get a signed contract that are not met once the contract is signed, and actions that showed an arrogant disregard for the customer and questionable business practices. This problem is exacerbated by what appears to be a growing tendency at Dell to cover up problems and not correct them. This last issue is not uncommon with companies that are growing very quickly, and we have seen similar behavior from firms like Netscape, Apple, IBM, 3Com's Palm Computing unit and even Microsoft. Regardless of the cause, this behavior represents an unacceptable risk for companies, particularly large companies looking for Dell as a replacement for an existing vendor, largely because it can embarrass the decision-maker and put them at significant career risk. In the instances where the problems with Dell have been pronounced, we have found Micron and IBM both willing and generally able to quickly fill the gap that the struggling Dell sales and support have opened up, and these companies continue to execute increasing well on the direct relationship model that likely made Dell interesting to companies in the first place. Since we have not seen improvement from Dell, it is difficult to forecast when this problem will be overcome. We should also point out that this has been a surprisingly wide geographical area (including North America and Europe) that has reported these problems with Dell. The problems do appear unusually concentrated in the Texas area, and therefore, Dell should likely be considered an unreliable partner in this particular area. With Compaq quality improving, it may make more sense if you are an existing Compaq account, to stay with Compaq until Dell's problems are reported solved.

To: D. Swiss who wrote (143113)	9/29/1999 6:52:00 PM
From: Paul Reuben	Read Replies (1) \| Respond to of 176387

In case this hasn't been posted here yet: Gerstner should call Dell zdnet.com (Hi Drew!!! I hope all is well with you and yours!)

To: D. Swiss who wrote (143113)	9/29/1999 6:57:00 PM
From: Patrick E.McDaniel	Read Replies (2) \| Respond to of 176387

Drew, looks like we have a bear infestation on the thread again. So many posts with so little to say. I guess when the bears try shorting a good stock like Dell they have to try to scare everyone and saturate the thread with as many negative comments as possible. I only wish they had something of merit to say. There have been bears in the past with the ability to communicate their opinions based on facts. In this day of lower standards, I guess we should expect a lot of posts with scare tactics from the the bad news bears. Of course, they too will go the way of the others and Dell will roll on! :o)