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

To: kemble s. matter who wrote (164596)	4/5/2001 2:42:50 PM
From: OLDTRADER	Read Replies (2) \| Respond to of 176387

Kemble:Nice to see you back posting-I am long and strong as I have posted 5 points back but no one seems to care or give the ones that have something to offer much respect-just a bunch of option youths-anyway some of the true believers are still around-and they are very helpful to all of us.Best-PS:We received a kind invitation to the NY meeting but too far-saying "thank you" with my financial support!I think MSD has a wonderful management team now-"they will "conquer the world as I said they would the first time we met 4 years ago"-and you have always agreed in spades.wbm

To: kemble s. matter who wrote (164596)	4/5/2001 3:15:17 PM
From: D. Plen	Read Replies (1) \| Respond to of 176387

Kemble!!!!!!!!!!!!!! When DELL throws a party EVERYONE is invited even Wall Street's doomsayers! That is that kind of direct relationship that is making DELL the unstopable force that it is. Contrary to WS opinion some people ARE buying computers. Gee, that's surprising. Welcome Back!!!!!!!!! D. Plen

To: kemble s. matter who wrote (164596)	4/5/2001 4:07:03 PM
From: SecularBull	Read Replies (1) \| Respond to of 176387

Great to have you back, Kemble!! GO DELL!! ~SB~

To: kemble s. matter who wrote (164596)	4/7/2001 12:56:10 PM
From: calgal	Read Replies (1) \| Respond to of 176387

Hi Kemble! Welcome back! This thread was too quiet without you! :)Leigh zdii.com

To: kemble s. matter who wrote (164596)	4/7/2001 7:46:39 PM
From: rudedog	Read Replies (4) \| Respond to of 176387

Kemble - let me add to the chorus - glad to see you posting again. I hope you have managed to keep ahead of this crazy market. I too appreciate crisp and hopefully accurate guidance from DELL management. They need to keep doing it - the street seems to like it. They are finally setting expectations (and thus accountability) for expanding DELL's model outside the NA and UK markets. While that has been a liability in the past, it could turn into an asset if DELL figures out how to adjust to sell in those other markets. But a couple of comments in my usual glass half empty style. Your friend said "Can you tell me of anytime in history that DELL decided to make a strategic move and they failed to not become the number one or two player in that market?" Well, storage and enterprise servers come to mind. DELL has targeted those markets for 3 years now and not only is not #1 or #2, they have not made any significant progress. And recent moves tell me that they are now backing away from the kind of initiatives which would move them in that direction in order to consolidate their position as king of PCs, a crown that now seems within their grasp. As far as the end being near for others, that is certainly true for Micron - the end is already come and gone. And GTW will be next, they are in a death spiral. But there really are not any "others" left - DELL wins by default. IBM, CPQ and HP are creating a sustaining model for their PC business while putting all of their efforts into other areas - IBM and CPQ are pushing very innovative engineering and product concepts in both storage and server design. Both are planning to leverage their broad product lines and ability to control overall architecture to box EMC, while consolidating their server products to more effectively combat Sun. HP is in somewhat of a tailspin but is still a force in midrange servers. IBM and CPQ are spending billions annually in the R&D to make those architectures happen. DELL is not a player in that game and not a factor in the market. That does not mean that I don't believe in DELL's new strategy - in fact I do, and I think going back to core competency and finishing the job they started in the PC market is a smart move, especially in this tough economy. But I don't for a minute believe that DELL will be moving upscale - they are going the opposite direction, driving the fast follower model into servers and SAN components, but at PC margins. I hope we don't get another round of totally impossible talk about how DELL is going to compete with EMC and Sun - or IBM and CPQ - in the storage or enterprise server space when they have pretty much publicly abandoned the kind of internal changes that would make such a move possible.