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

To: kemble s. matter who wrote (153158)	2/7/2000 8:47:00 PM
From: SecularBull	Read Replies (1) \| Respond to of 176387

Kemble, you have to wonder what the purpose of that post was. I'm amazed at all of the people who like to make these comments using their rearview mirror as a guide. I guess that says a lot about why they didn't own DELL in 1996... Keep on sticking by your guns. You are the only judge of your investing. To whom else should it matter? Best as always, LoF

To: kemble s. matter who wrote (153158)	2/8/2000 8:29:00 AM
From: TRCM	Read Replies (2) \| Respond to of 176387

Kemble...RE <<<expect you to look for anything positive anyhow>>> I think you are missing my point here...I have always been of the opinion that DELL is an excellent company, with sound fundamentals...I also don't dispute the fact that there are many participants on this thread who have been financially rewarded by DELL in the past...But that still doesn't change the current condition of DELL the stock, and the price action of DELL over the past 12 months...Tell me Kemble, at what point do you feel that investors are justified in taking a skeptical approach towards DELL management?...How poorly does the stock have to perform before concerns and frustrations are deemed acceptable?...You must agree that there are significant PERCEPTION issues which are impeding the appreciation of DELL's stock price...You must also agree that given the recent euphoria of the Nasdaq, DELL has dramatically under-performed...Isn't there some level of accountability that MSD must take in terms of addressing these issues, or is shareholder confidence and loyalty a concern of the past?...

To: kemble s. matter who wrote (153158)	2/8/2000 9:35:00 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

kemble - re: Don't forget about the other glasses that are full that you haven't discovered yet... I think that's a big part of the problem - a year ago, when DELL was at its all-time high, people just assumed that there were a bunch of nearly-full glasses waiting to be shoved out onto the bar - but after a year of mis-steps, collapse of the enterprise storage initiative, abandonment of the initiative to build an in-house services business, followed by a series of management FUBARS - strong pronouncements followed a week later by complete reversals, a consumer strategy that misfired, reduced growth and ASAP expectations - the perception is that if there are any glasses that haven't been discovered, they are shot glasses full of moonshine... I agree with Jim Kelley on this - what DELL needs to do is deliver, not hint and promise, and they need to do that in their core business as well as in the speculative new stuff. They need to show that they are on top of what they are doing and have the management bandwidth to walk and chew bubble gum at the same time. There is a growing perception, true or not, that DELL management did fine when everything was going their way but does not have the depth to deal with adversity, and they need to counter that perception with a couple of quarters of straight-ahead great execution.