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

To: Mike Van Winkle who wrote (146337)	11/2/1999 7:26:00 PM
From: Mike Van Winkle	Respond to of 176387

re: 7) Will Compaq find its way out of its problems? Will Compaq get out of its slump? MD -- ?No: Not if I have anything to do with it.? He added that CPQ added to its problems with the acquisition of DEC; this complicated CPQs culture and made it more problematic. Don't worry about Compaq: Come over to Dell. We will save you money and give you great service without ?[having] to deal with a tumultuous company.?<<<<<< Looks like MD is continuing to make lunch plans at CPQ's expense. Mike

To: Mike Van Winkle who wrote (146337)	11/2/1999 7:48:00 PM
From: Mike Van Winkle	Respond to of 176387

re: In Dell's $2 billion ?services? area, MD commented that Dell's services revenues are growing at a rate of 100% annually. I thought someone on the thread was worried about Dell's services plans. I hope this MD comment assuages their concerns. Mike

To: Mike Van Winkle who wrote (146337)	11/2/1999 11:52:00 PM
From: D. Plen	Read Replies (2) \| Respond to of 176387

Mike, Thanks for taking the time to give us a written transcript of MD's speech to the economic club in Detroit. It sounds like he was in fine style, answering questions with a bit of humour and salesmanship. I think he had to be very diplomatic in front of the chiefs of a lot of "traditional industries". He concentrated on efficiencies that they could realize through e-commerce instead of talking about how much Dell has grown with minimum investment of buying bricks n'mortar. Go Dell. D.Plen