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

To: stock bull who wrote (153693)	2/11/2000 1:49:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

SB, Hi!! RE: Hi Kemble, yes, I believe the server market represents a great growth opportunity for everyone in the sector. The question I raise is why is Dell having so many execution and management problems? Hey, I see the risk in investing...I don't really feel much of the flatness is the to be blamed on management...During the third and fourth qt. they stepped on every landmine possible...Look at the rest of the industry....Who's still making money? And, what would DELL have made if INTC and RMBS hadn't been the concerns that they have proven to be...The earthquake surely didn't help either...Y2K?? Hey who really knew the total impact on this industry...I'm sure we've all read a few dozen opinions over the last three years that many would consider laughable...Damage long term? NO Best, Kemble

To: stock bull who wrote (153693)	2/11/2000 2:13:00 PM
From: Sig	Read Replies (2) \| Respond to of 176387

<<<<The question I raise is why is Dell having so many execution and management problems? This past year has been mostly disappointing for all the shareholders.>>> Kind of a general statement for the thread: What has been Dells biggest problem since the earliest Days of using cardboard boxes for trash cans ?? Manpower and facilities to keep up with orders........ Win rate on biding for contracts was 70 to 90 % last year So they have been busy Adding a third plant in Ireland, a new plant in Brazil, a third? plant in China and (since Austin was all used up), a major plant in Nashville. And for the manpower problem hired 500 at the initial (training) facility in TN, followed by more which soon will total 3400. There is not much use designing $500 and under products for the commercial market or Palm Pilot types if there is no place to build them. Now that exotic servers and storage units are ramping up we can expect even more facility area required. None of this is very exciting to an investor ( except maybe for Dell employees the majority of whom are shareholders) but it is certainly a case of management having done their jobs. Am not expecting exotic new product announcements from Dell until arrangements are firm. With Dell's penchant for going where the profits are, it would be like W. Buffett saying he would buy a stock before placing orders for it. Everyone else would try to get there first. Another analyst just jumped on the Dell bandwagon with a strong buy- it getting crowded Sig