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

To: kemble s. matter who wrote (155814)	3/31/2000 3:53:00 PM
From: Mike Van Winkle	Read Replies (2) \| Respond to of 176387

Kemble, re: I have no idea why this move was made but I can only assume they did what is best for DELL going forward... I have the highest regard for Tom Meridith and what he has done and is capable of. No one can compare to him in transforming Dell into a ROIC giant. Obviously, Dell IPO investments grew too large to be part time and were too important for the future to delegate. As I see it, this moves also enables Michael Dell to focus more time back on the core business (that many discount). It should also put a closer watch on seismic effects on memory chip spot market timing. The latest Europe management change is the big issue on my mind. Europe has been a flat tire on the Dell growth train for awhile. If it has been fixed, 2000 will hum. Michael might need to spend a little more time in Europe to make sure it is fixed. Best, Mike

To: kemble s. matter who wrote (155814)	3/31/2000 4:45:00 PM
From: rudedog	Read Replies (2) \| Respond to of 176387

kemble - I agree that Meridith was talking about the long term big picture - that was exactly my point. I did not mean to imply that he was in any way attempting to mislead anyone then or in the later statements - but only that as you say, he is more focused on the larger picture - exactly what is needed for a venture group, but perhaps not the ideal for today's DELL mainstream business. I also agree that Meridith was a large contributor to DELL's success over the last few years. One of the things that effective management does is to move people into positions which best leverage their talents as the company, and the world, change.