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

To: jim kelley who wrote (149146)	12/13/1999 1:26:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Jim - I agree with pretty much everything you say in this post. SUNW has done a great job of "we put the dot in .com" with little substance, and IBM has grabbed huge mindshare as the e-commerce king when most of their service organization is servicing mainframe accounts. That's kind of what I have been saying - DELL is not going to get momentum by pointing to low inventory costs, ROIC, or even PC market share gains in the face of that mania. I also agree with your view on IBM - a dangerous partner who must be handled with great care. DELL needs the service component for their enterprise business but a "toe in the water" is about as far as I would like to see them go.

To: jim kelley who wrote (149146)	12/13/1999 1:36:00 PM
From: edamo	Read Replies (2) \| Respond to of 176387

jim..re: "hiring branding expertise".....quaint idea...glad you thought of it... but on second thought, isn't the concept of what you state with sunw, have a bit to do with image and "perception"???? i've been told many times by the "zealots" on the thread, that it is not necessary for such an excellent company as dell.... must stand on "metrics" alone.....energy to running the company...let the light shine through......but if the light is under a basket???? why do anything beyond running the company to provide value to the shareholders....???? what's next....becoming a leader, not a follower!!!!!