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

To: TigerPaw who wrote (155905)	4/3/2000 6:47:00 PM
From: Nick	Read Replies (2) \| Respond to of 176387

RE: The Internet, Michael Dell says, is pulling companies like Dell in two directions--toward the "core," where servers and huge storage systems reside, and the "edge," comprising PCs, cell phones and handheld devices. Dell won't fight the tug-of-war. He will move upstream, with a new line of servers and storage systems that will compete with Sun Microsystems. Lets see if the whiner McNealy will ask Reno and Klein and the Iowa AG to look into DELL and INTEL, now that he faces real competition.

To: TigerPaw who wrote (155905)	4/3/2000 8:41:00 PM
From: stockman_scott	Respond to of 176387

<<"The real Holy Grail is the servers and storage systems that will sit at the center of that network," says Dell, who reckons the server industry's sales will grow twentyfold in five years.>> If DELL can really execute and become a dominant player in the server and storage markets, then stock should be able to go MUCH higher....It will be a challenge but DELL is up to it, IMO. I sure wouldn't bet against MSD and his team...;-) Best Regards, Scott

To: TigerPaw who wrote (155905)	4/4/2000 1:37:00 AM
From: calgal	Respond to of 176387

"Dell has great one-to-one relationships with millions of customers around the world. Now it wants to use the Dell brand to sell those customers things other than computers." Re: forbes.com TP, That was a very comprehensive article on the changing Dell. I thought the article got down to the bottom of Dell's attempt to grow "outside the box." It may seem that Dell Management is trying to "be all things to all people." I think Dell needs to stay customer-focused and keep cultivating the customer relationship. Dell has the relationships with the customers directly, rather than just the middle-man distributor. That can be a great asset as they transition into phase two of Dell's success. Capitalizing on their distribution and their ability to be direct is what Dell is all about: Efficiency. That efficiency will be used as they branch out. Many on this thread have said they would not bet against Michael and the Dell team. I am in their camp. This management is excellent. I am looking forward to hearing what they say on Thursday. I do not wish for another day like today! :)Leigh