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

To: Patrick E.McDaniel who wrote (158184)	6/27/2000 3:44:00 PM
From: calgal	Respond to of 176388

Pat, here's an article, that gives a good synopsis of the strategy. Leigh Dell taps small businesses, Web services in new strategy Eye toward the Internet Dell's Internet strategy has largely been a work in progress this year. Late last year, CEO Michael Dell indicated the company was interested in moving into Web hosting and other services. In April, many parts of the strategies and many new services were unveiled. Along the way, the company has reorganized quietly. Several new consulting and services divisions were formed during the year. Typically, Dell doesn't announce these changes. For instance, Godevais oversees a group called the Internet Line of Business, which focuses on consumer devices. The group was formed recently but was not announced formally. Although the strategy marks a departure for Dell, the change won't be radical. The PC, in Dell's view, will remain the focus of consumers and businesses, according to Godevais. Devices and services will largely exist to complement the basic functionality of the computer. The PC is at the center of the Internet experience. It will allow you to bring a lot of data into the home to a multiple set of appliances," he said. "Appliances do one or two things very well." Multiplayer game consoles, or easy-to-use audio or video devices, are likely to be successful in the market, he said, because they can provide an experience or application the PC can't replicate easily. The PC, however, will be the conduit for Internet access. This will allow manufacturers to eliminate modems and other parts, as well as reduce the number of devices that consumers have to hook independently to the Internet. yahoo.cnet.com

To: Patrick E.McDaniel who wrote (158184)	6/27/2000 4:59:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176388

Patrick, Hi!! RE: Kemble, component shortages in Q4 left a bitter memory for some Dell investors so such talk again is going to make some nervous. Discussed this with Robert Williams awhile back when the last "scare" of components arose during Mort's comments.. Robert told me that DELL was prepared this time to "guide" into another upgrade and add on situation which in his opinion would be to the benefit of the customer...Jim Schneider has recently noted that DELL is prepared this time to bill customers for the contracts that are completed and bear the financial strain of a possible shortage...If there wasn't a shortage DELL would be in trouble...Michael even mentioning the word "ROBUST" is what you and many others have drooled over for many years... Best, Kemble