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

To: edamo who wrote (149174)	12/13/1999 4:54:00 PM
From: calgal	Respond to of 176387

Another article, just posted. Leigh IBM technology exec to become a Dell vice chairman NEW YORK, Dec 13 (Reuters) - The architect of International Business Machines Corp.'s (NYSE: IBM) massive technology component supply deal with Dell Computer Corp. (NASDAQ: DELL) has elected to leave IBM and join Dell, the companies said on Monday. James Vanderslice, an IBM senior vice president, head of its Technology Group and the point man on several multi-billion IBM component supply deals this year, will join Dell as one of the fast-growing personal computer maker's vice chairmen. In a statement, Dell said Vanderslice would replace current Vice Chairman Mort Topfer, who plans to retire from the company at the end of 2001. Topfer, a technology industry veteran, joined Dell in 1994 from Motorola Inc. (NYSE: MOT) to manage Dell's world-class personal computer manufacturing operations. The Round Rock, Texas-based company also said it had named Topfer and Sam Nunn, the former U.S. senator from Georgia and one-time head of the Senate Armed Services Committee, to join Dell's board of directors. In response, IBM said it planned to reshuffle several senior executives and would divide Vanderslice's prior responsibilities into two separate businesses -- technology components and finished high-volume storage systems. In a show of the importance IBM puts on the fast-growing data storage equipment market, the Armonk, N.Y.-based company said it had shifted Linda Sanford, the chief of IBM's sales force, to focus solely on the IBM storage business. Nick Donofrio, the head of IBM's research division, was named to replace Vanderslice as head of the technology components unit.

To: edamo who wrote (149174)	12/13/1999 5:00:00 PM
From: JRI	Read Replies (2) \| Respond to of 176387

Ed, you have recognized part of the solution...but, if your purpose is to state that it is the entire solution, then, I would argue that you are wrong (if that hasn't been apparent).. Relative to Sun Microsystems and HP, Dell is undervalued...PEG much less than both......this (gap) will not last much longer....I'll revisit with you in May/June...I think we will (both) see what I mean by then...by then, I think (some) investors will return to Dell...Personally, I'm looking forward to the y-o-y comparison 1st quarter (February-April) 2000 to 1999.....Dell y-o-y growth rate should be super come earnings announcement in May 2000...and with Windows 2000, Intel-bugs worked out...coppermine/rambus, Earthquake over/chip prices more normal....Dell, even without changing their story...is going to suddenly look exciting in that CC....WOW, a 30 billion $ plus company growing earnings (stable) above 35% (Fancy that!)...5 billion in cash/marketable securities...ROI 185%... Continued good luck. I'm done.