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

To: rudedog who wrote (149295)	12/15/1999 11:03:00 AM
From: JRI	Read Replies (3) \| Respond to of 176387

If it wasn't clear from my last post...I DO EXPECT that Dell will not "ride out the string" and rely solely on "same old, same old" over the next three years...and watch growth decline into the high thirties, and then low thirties.. Typically, I think when Dell does make their "bets"..they will be large and Dell will run fast into those spaces.... I think you correctly identified the problem a year ago, however, take out the Taiwan earthquake, and I think Dell could have had great growth this year, and it is would have given Dell an "EXTRA" year to sit back and see how technology developments proceed...to make a more "educated" bet...as to what the right choices will be......this next year, would seem to be the year to deploy some of their saved results...either internally or externally.... It would be silly to keep building and building a cash hoard....Dell's management knows that...