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

To: stock bull who wrote (143377)	9/30/1999 4:24:00 PM
From: D.J.Smyth	Read Replies (2) \| Respond to of 176387

Bob has always liked being in the spotlight. He called Dell "THE MOST TRUSTED VENDOR IN AMERICA" on 6/22/99. We didn't fully trust Bob's analysis at IDC as he was too often controversial (and he's no longer at IDC, now at Giga). and I personally hold his "hollistic" analysis suspect now. He has taken the tail and defined the elephant. Welcome to Bob's showtime. I don't think anyone here on this thread personally knows him. Someone I know does.

To: stock bull who wrote (143377)	9/30/1999 4:30:00 PM
From: Lee	Read Replies (3) \| Respond to of 176387

SB,..Re:. Hope Dell quickly puts this problem to rest Looks like a mighty suspicious report to me rather than a Dell problem. First of all, as Rudy stated, it's not clear whether these problems were enterprise system related or PC/laptop type service problems. In the report, Giga Information Group analyst Rob Enderle said the manufacturer was plagued by growing pains and losing new accounts because of service and support problems as well as product delivery delays Furthermore, how could these supposed problems only affect 'mostly new customers' and not existing customers? The reported problems appear to be limited to new corporate accounts in North America and Europe. Existing accounts and consumers have no real complaints, Enderle said. Secondly, when a customer signs a contract for a multimillion dollar order of new equipment and services, the contract generally contains significant penalties for delay or non-performance of obligations. Taking aim at the way management conducts business, Enderle said Dell (Nasdaq:DELL) had "a tendency to make commitments in order to get a signed contract that are not met once the contract is signed." Thirdly, Dell uses Wang and Uniysis I believe for service so the argument about 'larger companies having specific service guidelines' doesn't hold too much water either. Larger PC makers, such as IBM (NYSE:IBM), have specific service-related guidelines, which regulate the behavior of corporate account teams, Enderle said. Lastly, in June 1999, PC Mag did a survey of customers of the PC vendors and guess which vendor scored the highest marks in service and support? Yep, it was DELL. You can read through all the reports at the sites listed below. Repair Scores: Desktops vs. Notebooks zdnet.com Support Scores: Desktops vs.Notebooks zdnet.com zdnet.com Lee

To: stock bull who wrote (143377)	9/30/1999 4:54:00 PM
From: calgal	Read Replies (1) \| Respond to of 176387

Larry: I think the market has over-reacted to this report... I have not found many companies that did not have service issues, of some kind. Dell has grown very rapidly and that will continue, I believe. I would think service issues are isolated cases rather than the norm. But Dell should use this opportunity to continue to examine their internal operations. That is a challenge that all growing organizations face. This is nothing new. I would think they are all ready dealing with these issues daily. Dell is continuing to win major contracts. I think this has been taken out-of-proportion. In my dealings with Dell by phone, I have found them to be professional, qualified and knowledgeable. If this is an exception to that rule or if the service is not where it should be, I would take that up with a Manager. I don't think they consider feedback as some that is trivial,do you? My two cents worth... :) Leigh

To: stock bull who wrote (143377)	9/30/1999 10:25:00 PM
From: kemble s. matter	Read Replies (2) \| Respond to of 176387

stock bull, Hi!! RE: Hope Dell quickly puts this problem to rest. Love to hear what the real agenda is here...Can never recall DELL being upset like this in the past.. Best, Kemble

To: stock bull who wrote (143377)	10/1/1999 1:39:00 AM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

stockbull: I agree that DELL should aggressively address the Giga report. DELL is not perfect but IMO Mr. Enderle may have not done his homework before releasing his service report. IMO, Gartner Group and Forrester have more credibility than the 'new kid on the block' -- Giga. Here are some interesting comments on DELL's ability to provide outstanding service.... zdnet.com I expect that DELL's management will give service a high priority in the months ahead. It is tied into customer loyalty -- a VERY important thing to DELL. It is much more cost effective to keep a satisfied customer than to prospect for new ones all the time. It is amazing that DELL ranks towards the top of many other product quality and customer experience surveys. ANALysts can make mistakes. And I'm not just talking about investment banking analysts either <VBG>... Best Regards, Scott