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

To: edamo who wrote (164037)	2/15/2001 8:37:34 PM
From: John Koligman	Read Replies (2) \| Respond to of 176387

Ed, Dell layoff, sequential DECLINE in growth next quarter, it's almost haunting how Mikey's company seems to be turning into an IBM clone <gggg>... (Without IBM's technology, of course).. Regards, John To:kakamongus who wrote (158796) From: John Koligman Monday, Jul 24, 2000 8:35 PM View Replies (1) \| Respond to of 164102 K, They have been talking about new buildings forever on this thread. Having said that, it's hard to see anything BUT strong server demand ahead, however I think the other hardware heavies are now quite wise to Dell and consequently, Dell won't have quite as easy a time in this segment. Having said that, back to the buildings. It appears that you are from this neck of the woods, so perhaps you are familiar with the IBM story. I like to tell it every few years. Back in the early 1980's I used to sit at presentations where IBM execs would go on and on about how IBM would be a 100B company by 1990. It seemed that every time Mr. Page put up a prefab building here in Dutchess county, IBM moved in and leased. All those buildings are now either leased to someone else or vacant, and Westchester County is only now recovering from the office glut created when IBM started to vacate some of it's trophy properties in the county. IBM had lots of smart guys working for them at that time, as the company still was the computer industry for the most part. We all know how it turned out. Regards, John