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


To: D.J.Smyth who wrote (160231)8/31/2000 7:59:57 PM
From: willcousa  Respond to of 176387
 
I like today's volume with the uptick. Will try to add to position tomorrow. Best to Dell faithful.



To: D.J.Smyth who wrote (160231)8/31/2000 8:00:31 PM
From: kemble s. matter  Read Replies (1) | Respond to of 176387
 
Darrell,
HI!!

Ohhh Darrell... "Mr. Dell doesn't see much of a transformation. "We are doing the same things we
have been doing for a long, long time," he says. "Picking our spots to focus our
energies, and driving the organization behind them."

Ohhh Darrell... "A onetime Bain & Co. consultant to Dell and a classically trained violinist, Mr.
Rollins is considered a brilliant if aloof strategist, responsible for hiving
off growing divisions into dozens of smaller units. Under Mr. Dell's tutelage,
he has assumed the challenge of keeping a company that has doubled in size in
the past two years hewing to its low-cost model. "Our advantage is the same no
matter where you go," he says.

Ohhh Darrell...

'Full-Steam Ahead'

"By using the lean production it has developed over the years, Dell hopes to
underprice rivals and gain market share. "We're going full-steam ahead, running
at Sun and EMC, and we'll take Compaq out along the way," Mr. Dell says
confidently.

Dell is targeting small servers for Internet start-ups and corporate Web sites,
with plans to move into bigger, more complex computers. And Mr. Dell promises a
new Dell data-storage system that will deliver the same amount of storage for a
fraction of the price of a product from EMC, a Hopkinton, Mass.,
storage-equipment maker. "I think EMC stands for Excess Margin Corporation," Mr.
Dell says."

Been a long time coming...But, like dad likes to say..."You just don't bring this stuff to market overnight"

Best, kemble



To: D.J.Smyth who wrote (160231)8/31/2000 11:20:23 PM
From: mepci  Respond to of 176387
 
Darell: Don't forget Kumar said buy, not sell.