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

To: Jean M. Gauthier who wrote (160217)	8/31/2000 4:34:50 PM
From: Mary Cluney	Read Replies (3) \| Respond to of 176387

Jean, Jean, Jean....<<<Michael, grow up OK ?>>> Okay, okay .... Michael is only a college drop out and does not have an MBA ... But, let's be fair. He's done okay in creating wealth for himself, his family, employees, and shareholders. With his track record, you have to give him the benefit of the doubt. When he talks, you have to, at least, listen. I just hope he doesn't grow up too quickly and surround himself with MBA's and Phd's (piled high and deep)and not trust his own vision. Mary

To: Jean M. Gauthier who wrote (160217)	8/31/2000 4:45:12 PM
From: John Koligman	Read Replies (1) \| Respond to of 176387

I used to support 10M MVS systems, and IBM did pay us over 10 bucks/hour, but just barely <ggg>. I agree with you on EMC, Mikey is blowing smoke unless he hires a couple hundred crackerjack programmers that are deep into DASD microcode, lock them up in a building for a couple years, and hope they come up with a competitive product line. It really is the software/microcode here in my opinion, and I don't see an Intel in storage that will do the heavy R & D lifting for Mikey here. Regards, John

To: Jean M. Gauthier who wrote (160217)	8/31/2000 4:55:52 PM
From: stockman_scott	Read Replies (4) \| Respond to of 176387

Jean: You UNDERestimate MSD and his team....The DELL model can be fine tuned for a number of markets and IMO DELL will continue to enhance their offerings in the Enterprise space that EMC and SUNW occupy. DELL is committed to constant and NEVER ending improvement. They may not have it all figured out today BUT MSD has motivated and focussed his organization...The Big Growth Funds are starting to respond. IMO, DELL will rise again and surprise the skeptics...my relatives tend to believe this as well. We still have a lot of DELL in the family....I am heavily invested in AVCI right now and have over a 45% return in the last month. Yet, DELL is a blue chip tech stock that continues to re-invent itself. Stay tuned and good luck investing. Best Regards, Scott

To: Jean M. Gauthier who wrote (160217)	8/31/2000 6:50:19 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

Jean, re MD an "idiot" "...Yeah right buddy boy.... It's not price Michael, but FUNCTIONALITY & SUPPORT... And BTW, a $ 10/hour PC-Support rep , on the phone, which is great for PC support is NOT the same person you need to support a $ 1,000,000 EMC Symmetrix Storage Array or a 500,000 T3 SunStorEdge.. Idiot... (I was using the word "idiot" just two weeks ago in reference to those selling/shorting in the $37s. now YOU'RE using it in reference to Michael Dell.) then, there's your comment that it's not about PRICE. In other words, businesses will continue to spend 60% more for the EMC model because the support staff at EMC is descended from the Neanderthals (bigger brained) and Dell's staff from the CroMagnon's (smaller brained)? Afterall, there's only ONE EMC, one $1million Symmetrix, one $500K Sun T3, and t'never will be nuttin' changin. and their employees are so, so loyal. But, you're right, MDell would be an idiot if he paid his storage support staff $10 an hour; but, in reality, the specialists are getting closer to $70K+ annually. Why did you think they're getting $10 an hour - about the same as the order takers? Why do you believe that the CroMagnon's will never catch up to the Neanderthals? Do you really believe that EMC/SUN will hold all the cards ad infinitum? In business, loyalty comes first. And Loyalty to the dollar (bottom line) is more pervasive than loyalty to a bunch of jive chucking IT staff members. Historically, it doesn't take a bigger brain to figure out that spending 60% less for the same product and service will yield better bottom line results. They tell us the Neanderthals, with their bigger brains, didn't make it in the end...they lived in France at one time didn't they? Now this sounds like an idiot! And he knows he's trying to be funny! Yet, you print it as gospel! "...An EMC executive says Dell has little to offer in data storage. "The only storage associated with Dell is onesy [simple] disks in PCs," says Ken Steinhardt, EMC's director of North American marketing. Data storage is rapidly becoming more software-intensive, an area where Dell has no experience, he says..." if that doesn't make me laugh! Steinhardt needs to get with the real world and visit Dell's "software intensive" inhouse and outsourcing program!