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

To: rudedog who wrote (145486)	10/21/1999 11:40:00 AM
From: OLDTRADER	Read Replies (3) \| Respond to of 176387

RE:Rudedog-Your post assumes you are THE expert -get real fellow -get humble-we have all become more humble-the reality is "no one knows"-you see it may well be and probaly will be a 50 billion revenue company by 2003-tell me baby "who is going to give them competition?"---,if you personally arn't happy then quit blowing air and sell the SOB.wbm

To: rudedog who wrote (145486)	10/21/1999 11:58:00 AM
From: Ed Forrest	Read Replies (1) \| Respond to of 176387

Rude In view of IBM being all over the news today could you venture an opinion as to the talk of a DELL and IBM "merger" or some form thereof.Also,would it be a "good thing" for DELL? Cheers Ed

To: rudedog who wrote (145486)	10/21/1999 12:14:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Dog, I do not see DELL as anything like CPQ. DELL did not cause the Taiwan earthquake. DELL did not cause the delay in the RAMBUS chips. DELL did not jack up the prices on DRAM to cover the situation caused by the last two events. DELL is not hyping the market like CPQ did. DELL is not cooking the books on unit sales or revenues. DELL's accounting is a clean as a whistle. The DELL officers are not ego maniacs and are not tainted by allegations of bad behavior and Machiavellian corporate politics. DELL did what it could to assure supplies and get on the ground in Taiwan and determine the situation before opening the corporate mouth to the public. DELL is on track to become a much larger company than CPQ. The fact that they sometimes make mistakes is to be expected. The fact that you are uncomfortable with DELL management style is not suprising since you were most familiar with CPQ's. Also, DELL's stock performance this year has been way off previous years uptrends. DELL is in transition to becoming a much larger company. I am impressed with the management of the company. I am not as happy about the performance of the stock YTD.