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To: Bilow who wrote (63795)	1/6/2001 10:35:45 AM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: When a person becomes a CEO with such a powerful position as Michael Dell, there is a strong tendency for his underlings to avoid telling him news that he doesn't like. When things can be expressed in a more positive way, the underlings express it that way. This tendency is very hard to fight against. Cool Post! Regards, Dan

To: Bilow who wrote (63795)	1/6/2001 11:08:10 AM
From: jim kelley	Respond to of 93625

I see you are at it again. Have you no shame? M. DELL is big into hands on- so you are wrong on that score. Also, AMD would love to sell DELL processors but it is DELL that does not want to support AMD. :)

To: Bilow who wrote (63795)	1/6/2001 4:40:24 PM
From: Daniel Schuh	Respond to of 93625

Carl, I think your analysis of Michael Dell is a little deeper than it need be. Dell got where he is by being the most loyal of Wintel acolytes. Being first among equals in line for Intel products has served him well in the past, and it may serve him well in the future, who knows? I'm sure Dell gets a better deal than anybody from Intel, and I imagine things would have to get very bad indeed for Mikey to cross Intel and cut and cut a deal with the competition. Cheers, Dan.

To: Bilow who wrote (63795)	1/7/2001 8:41:37 PM
From: Dave B	Respond to of 93625

Carl, Michael Dell likely doesn't have a clue as to the details of the machines DELL sells....blah, blah, blah Sorry to hear you've worked for such crappy companies. I've had a chance to work for some really good ones, and the executives I've had a chance to see in action, especially the ones in the companies that have been very successful, are usually the smartest of the bunch, spend many hours keeping up on the industry and it's trends, spend lots of time studying and understanding the marketplace, and in general, deserve their positions. I'm certainly not saying all, because they're are a lot of bozos out there (and I could name some real bozos), but companies such as Dell, which have successfully competed their way to the top of their markets, are not run by the type of losers you describe. Do you really believe that Michael Dell gets all his information from his "underlings". Michael Dell probably gives more current company and industry information to his underlings than he receives. Dave p.s. This line was a classic: Three months ago, Dell's computer lines were 6/11 = 55% RDRAM based. Now, even though the P4 is being sold, they are only 7/13 = 54% RDRAM based. Dell is reducing its percentage of lines devoted to RDRAM. So they reduced them from 55% (actually 54.54%) to 54% (actually 53.84%)?! First, jeez, .7% -- what a huge reduction! Ooooooooooh! Secondly, since we have to deal with integer's here, nothing's going to remain static. They were at 6 of 11 products with RDRAM (I'll assume for now your numbers are correct, but that's probably a bad assumption on my part) and they added 1 new RDRAM line out of 2 new lines. Well that's 50%, so of course it's going to bring the overall % down (since it's > 50%). What would you like them to do, have 1.1 new product lines out of 2 be RDRAM? Were you seriously trying to make a point with this statement? It was a joke, right?