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

To: GVTucker who wrote (156607)	4/27/2000 9:34:00 AM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176387

GVTucker re: caution was directed more at those with excessive expectations. Investing in Dell used to be simpler. I never was a hot-shot timer (my purchases/sales seemed like contrary indicators), but Dell was always sure to go up just by doing the same old magic through process engineering and a hard driving sales team. My difficulty with the pros and cons is deciding what it means! I suspect no one really knows that. I am happy to see Dell starting to invest in related companies as long as they stick to the focus on their core business. I felt that last year there was too much diversion by M. Dell and T. Meredith, and that hit us with supply bumps and sales execution trouble in Europe. I am hoping that the changes will secure the exceptional growth in these following years. Best, Mike