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

To: TigerPaw who wrote (154354)	2/25/2000 9:22:00 PM
From: D. Swiss	Respond to of 176387

TP, Marshall Acuff of SSB likes Dell, buy on weakness:http://207.235.5.146/articlelist.asp?type=J&typeid=586 :o) Drew

To: TigerPaw who wrote (154354)	2/26/2000 10:36:00 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

TP - That's kind of my sense - the well-oiled DELL machine continues to spin over, the middle managers execute to their best view of the plan, but the top guys are off in dreamland... it is not the job of middle management to change corporate direction, nor is it a good idea. I think that's why I responded so strongly to Kemble's quotes from MSD and others - to me, that just highlights the disconnect between what DELL is really doing and what senior management is thinking about. After the last shareholders' meeting I said that the attitudes and statements of top management were starting to remind me of the last days of the Pfeiffer regime at CPQ. In CPQ's case, while costs were running out of control, and the sales team was doing what they knew best - stuffing the channel - and open war was developing between the former DEC teams and the rest of CPQ, Pfeiffer and Mason were saying that the integration was going well, and CPQ was on track for a $50B year in 2000... that turned out to be magician's patter, where the illusionist talks about what he's doing with his left hand so you don't notice the mechanics of the trick he's doing with his right hand. In DELL's case, I am increasingly concerned that top management actually believes their own BS... they don't need to really do consumers, they just need to talk about it, why go into that low margin business. They don't need to actually spend money or do risky alliances to get to the next level in the enterprise, the world will come to them. They don't need to field a low-cost legacy-free PC just because CPQ, IBM and HP are doing it, customers will pay twice as much for DELL... I'm hoping there is no surprises. That's the problem with running on autopilot - if the landscape changes while the pilot is in the back getting coffee and chatting up the stewardess, the plane can fly into a mountain.