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

To: rudedog who wrote (165532)	5/23/2001 6:28:49 PM
From: D.J.Smyth	Read Replies (2) \| Respond to of 176387

rude, Yes I saw that. No one is quite sure what he meant by that, not even Dell IR. Maybe Vanderslice has some evidence that if you say "It's a war", the stock price moves up. In that case, Dell should find a Neutron bomb. It is also possible, as Dell IR suggests, that Vanderslice was referring to the current pricing environment as "Bosnia", he wasn't saying that Dell created Bosnia nor that Dell was going to create another Bosnia. Whatever he meant, since we're in Bosnia now, we should all go out and upgrade our PC and workstations with Dell? In Asia MDell referred to Dell's current strategy as strong medicine for capturing marketshare; methodology. Vanderslice now says the Dell environment is 'war'. ``We're pricing to capture footprint (market). Once we capture the footprints, we have pretty good evidence that we keep the account,'' Vanderslice said." He should have expounded on this and let the media invent the term "Bosnia". Edamo refers to Dell as employing Hitler-like strategies, and Vanderslice says, 'What does he know, we're in Bosnia.' This market needs a Moses. Dell's not at war. Well actually, we're not AT war, but we are IN a war, but not of our own making. Since we're in Bosnia, we're going to bomb the crap out of ALL the competition including your Mother Compaq. We have land mines for sale on the cheap. Bosnia is not a good analogy. Whatever you call it, Dell remains #1. Dell will remain number one as long as they continue to deploy their strategy for the benefit of the customer and shareholders. Michael stated that others needed no less than a 40% efficiency reduction just to survive. Those who do not like Dell, the company, still have a difficulty contradicting this statement. Tomorrow CPQ will say it's not Bosnia, it's more like 'Afghanistan'. It's a new way of endearing yourself to WallStreet...say you're at war and the stock buyers come running. In that case, Dell has been ar war for 18 years.

To: rudedog who wrote (165532)	5/23/2001 8:46:57 PM
From: stubba	Read Replies (3) \| Respond to of 176387

Vanderslice comments only reinforce why I believe Meredith chose to resign I don't think Meredith saw eye to eye with Mort on many issues and was even having more difficulty with Vanderslice. With $500+ million net worth, Meredith decided it wasn't worth it anymore. Many spoke about how Vanderslice would push Dell to the next level in storage/enterprise and grease the skids for a much more comprehensive service deal with IBM. From what I understand the only thing Vanderslice was known for at his former employer was slashing costs by eliminating jobs. In my opinion that is all I have seen thus far from his tenure at DELL. With all the recent layoffs, especially at the middle managment level - how in the world could they integrate any acquisition into the Dell culture ??? I don't think there is enough management bandwidth or depth at DELL right now to make any significant acquisition successful. However, if they were hell bent on using some of their cash and authorized shares to buy something. I think that a service organization that would help them advance deeper into the enterprise space and storage would be a good idea along with maybe a major player in web-hosting.