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

To: D.J.Smyth who wrote (161423)	10/3/2000 3:10:30 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Darrell - re: "i bet right this very moment that Compaq's CEO is NOW going through MichaelDell's trash in order to plan his next venture" Given that DELL's successful 1997-2000 server strategy is an exact copy of CPQ's 1994-1997 strategy - and implemented by the same guy (Mike Lambert) - I think it is a lot more likely that DELL is going through CPQ's trash. A few more examples - CPQ enters server appliance market in 1998. DELL enters in 2000. CPQ breaks out a storage division in 1997. DELL does it in 2000. I could go on, but you get the drift. DELL has been successful by being a "fast follower", and the company they have followed the most closely in technology and product terms is CPQ - they like to "cover" CPQ's sweet spot with a nearly identical product offering, usually after CPQ has created demand but before the fulfillment has really tapped out. While DELL executes on those business initiatives more efficiently than CPQ (or at least has in the past), I don't think there is a shred of evidence that CPQ has taken any notes from DELL. Sometimes, as in the direct distribution game, CPQ probably should have taken a page out of the DELL gamebook. But with more than 5 times DELL's R&D spend, CPQ is unlikely to be looking up highway 290 for any innovation.

To: D.J.Smyth who wrote (161423)	10/3/2000 3:33:00 PM
From: edamo	Read Replies (1) \| Respond to of 176387

darrell....you are finally catching on...... for "dell the stock", it's all about how "smiling mike" anticipates the needs and desires of the investment community....."tell them whatever you want, as long as it is want they want to hear.....and then they will allow you to finesse your way around minor stumbles" if all is what msd says is true("greatest year ever"), then why not benefit the shareholders by "playing" the street game.....or do the diehard zealots still believe this is not the duty of a ceo(to continue to return shareholder value). the past was great....the last two years not so good....and as i type, dell sets a new low..... hopefully those who rode it up.....especially if leveraged....had the foresight to cash out at higher levels... stocks that continue to set new lows need a tremendous jolt to stabilize..... believe the market has "voted" on the "silence of mike"....apparent they weren't enthralled by his dot com investments.....