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

To: Sig who wrote (158581)	7/16/2000 1:38:41 PM
From: Mike Van Winkle	Respond to of 176388

Sig, re: However I am also curious what Tom Meredith is up to. It seems to me Sig that the TM story is simply the answer to what will Dell do with the massive cash it is generating. If you add that to the service business being contemplated, and add that to the future 30% hardware growth story, well I am beginning to sound like Kemble! How will Dell keep growth limited to the manageable 30% level Rollins spoke about? Best, Mike From the article on Rollins: Q: Dell hasn't been known as a services company. Why are you trying to change this now? A: We still make very nice money on hardware. But what we've concluded is that we can make money on services too. Services is a good one to go after, because most of these guys have run to that space and created a price umbrella. We can go in with our direct model of efficiency and crash it. Q: And that's what you guys do: Go from segment to segment to segment where the umbrella is up and ... A: Yes. Undercut it. Crash it. Take market share and benefit customers in the process.

To: Sig who wrote (158581)	7/16/2000 2:48:50 PM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176388

Sig re: Set up a margin account for buying Dell as soon as the meeting is over. I was thinking about Dell's growth issues that Rollins brought up in regards to how to handle speed and size. I think that one of the things that they are thinking about, or may even be doing as we speak, is setting up additional structures of OCEO's within Dell. Just taking off on a comment that Rollins made in his interview. Best, Mike From the Rollins interview: Q: So this is more or less a permanent thing that Michael has set up? A: It could change. In terms of if the company gets really, really big, I think one of the things we're finding is the office of the CEO cannot run everything. We have to delegate. So there may come a time when the model may not work or may not be needed because we are now creating many OCEO models within independent business units.