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

To: kemble s. matter who wrote (155758)	3/30/2000 1:09:00 PM
From: GVTucker	Read Replies (2) \| Respond to of 176387

kemble, RE: Could argue forever on this ....But, I wouldn't expect anything positive coming from you....I'm sure you ignored his record for the entire meteoric rise his was a part of ....Accentuate the negative... We don't need to argue about this, of course, our opinions differ and that's fine. I have definitely not ignored Mr. Meredith's numerous achievements. Indeed, he has done some wonderful things for both Dell and its shareholders. There has been a time long since past when I was one of the people who was rewarded. I do accentuate the negative from time to time regarding DELL, but I also have made some very positive statements about the company. That is in sharp contrast to your posts, which are unendingly positive, even where there is no reason to be positive. I would think you would welcome my negative posts, if for no other reason than it generates some legitimate debate about DELL. If the company is as great a buy now as you maintain, then legitimate debate can only help.

To: kemble s. matter who wrote (155758)	3/31/2000 9:24:00 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

Kemble - I have heard a lot of good things about Meridith and he certainly was a big contributor to DELL's success when it was a small, nimble competitor attacking the big guys. However, his performance over the last year left something to be desired - the 3Q and 4Q statements ahead of earnings were way out of line given results, and Meridith's statements at the last shareholders' meeting, and during the summer, were way to "visionary" and not in line with what happened in the rest of 1999. This leads me to believe that he is perhaps less well suited to DELL's current maturing status, and MSD probably made a good decision to get him back into a role where his quick mind and grasp of the overall market dynamics will show the best return. What DELL's mainstream business needs now is a little more predictability and a little less push and hype - they are no longer the upstart but are rapidly becoming the mainstream.