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

To: JRI who wrote (151173)	1/12/2000 4:14:00 PM
From: edamo	Respond to of 176387

john...re: "six months ago" the stage was set in february, with the gerstner statement, the dynamic was in place, hwp reinvented itself in april, "they" all distanced themselves from the "leper" (bland boxmaker"....they did not lie, they merely informed the markets of the "future vision".....dell, in all its arrogance failed to see this....it's basic marketing, and long term planning... i'm actually a ceo of a company that goes back twenty plus years with a strong jit/bto background as our largest and most loyal companies were the japanese heavy industries. one who has not lived this life sees no flaw in msd book...more a copy of ouchi's "theory z"....the ideal business model has at the minimum a five year plan, i seen some jpns cos with fifteen year plans....the upset of the supply chain indicates a chink in the now less then perfect armor of dell. it still will perform in an exemplary manner, but it is not as "perfect" as they portrayed... msd book was tremendous hype....but yet the dellheads believe it is not the job of the ceo to defend share price...??? guess i'm out of touch with reality maybe the resident "corporate gad fly" can quote chapter and verse on what is wrong with the share price...

To: JRI who wrote (151173)	1/12/2000 4:17:00 PM
From: Lee	Read Replies (1) \| Respond to of 176387

Hi John,..Re:.....that's why I support a statement that includes some information about this quarter, but points to this year's growth-to-come as necessary For PCs. Dell's growth in the U.S., according to IDC was 17.8% for Q3 and IDC is forecasting growth in that segment at 19.5% for 2000. So where is the growth potential for Dell in the U.S.? Message 12371302 If we consider world-wide markets, that is another story, but the money that gets put to work daily in the markets in this country seems to be put to work based on expected returns for growth. And it's possible that people just can't fathom growth exceeding overall market growth? Maybe that's why IBM, HWP and CPQ began emphasizing different growth areas? Could they have been anticipating the shift in markets? finance.yahoo.com Cheers, Lee