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

To: OLDTRADER who wrote (143130)	9/29/1999 2:45:00 PM
From: rudedog	Respond to of 176387

wbm - I don't know for sure who is paying giga - but that does not clarify what DELL is trying to do in services. Only a few weeks ago I posted a favorable article on DELL's in-house services push which answered a lot of my questions about how they intended to answer the big question - how can they develop a strong enterprise play without the services components that those customers require? Then the news with IBM. IBM's service organization, despite claims to the contrary, is a major sales force for IBM. They can observe the "letter of the law" by not routing customers to IBM solutions which directly compete with DELL, while still locking DELL out of markets currently owned by IBM's AS400 and RS6000 products, which is where DELL needs to go to remain competitive in the 8-way and storage business. IBM will own the customer relationship and systems planning, not DELL. This is not the right move for DELL IMHO. I have heard anecdotal evidence from MSFT ITG (MSFT's internal IM organization), as well as several big financial customers in New York, that over the last 6 months DELL had overpromised on both hardware delivery and support services and failed to deliver. On their own, these could be isolated instances of a fast-growing organization scrambling to cover the bases as they learn the ropes. But combined with the move to use IBM services, and now this giga paper, it could also mean that DELL has not done as well as I had hoped in transitioning to an infrastructure which will support their growth needs in the enterprise. I don't think we should just write all of this data off to sour grapes or competitive FUD. A quick poll of some of my enterprise customers indicates that they are also confused about DELL's intentions with regard to services.

To: OLDTRADER who wrote (143130)	9/29/1999 3:43:00 PM
From: stock bull	Read Replies (3) \| Respond to of 176387

William, re:<<Now who do you think is paying the guy that wrote this scathing announcement?wbm>> I suspect that the service problems being reported are true. I recently bought two P-III's from Dell and have encountered problems with both. Numerous call to Dell's tech support have been unsuccessful in fixing the problems. Of interest, each time I called, I got a different tech, and was given a different solution for the problems, none of which have worked. I'm on the verge of sending Michael Dell a personal letter asking him, or a member of his staff, to look into this situation. I am very disappointed in Dell's tech support. Wonder how many more are seeing the same thing? Stock Bull