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

To: rudedog who wrote (150358)	1/5/2000 2:04:00 PM
From: TigerPaw	Read Replies (1) \| Respond to of 176387

I am beginning to give Kemble's musings about IBM more credence It is a little like that Mel Gibson movie "Conspiracy Theory" I think it was called. Kemble gets all sorts of facts, and actions, and announcements and seems to make a plausable scenario. Kemble, have there been any tall guys in blue pinstripes sneaking around your estate? They may not want you to reveal all their secrets. : ) TP

To: rudedog who wrote (150358)	1/5/2000 2:38:00 PM
From: Sig	Read Replies (3) \| Respond to of 176387

Rudedog: Re Dell Management discussions Always good to read your comments. It appears Dell is doing exactly as they have said, plus a few things we don't know about yet because Dell does not speculate in public, only when deal is done do we hear about it Employees have grown from 8000, to 18000, to 33000 at last count with at least 3400 new at Nashville, perhaps 500 in Brazil. May be at 40000 today and within 6 months to a year Dell will be #1 in PC sales over CPQ Thus manpower is a problem and Dell has chosen to contract with other companies for general worldwide service efforts, while building the high level in-house services for major companies requiring complex integration of many systems. Part of Dells "model" is to work closely with other companies, and in doing so reduce the cost to Dell of products needed. Expect even more deals and closer work with IBM who will be providing their very latest technology demanded by Dell business customers. Summary Well, hey, just trying to think positive (G) Sig