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

To: edamo who wrote (165544)	5/24/2001 8:20:25 AM
From: Mark A. Forte	Respond to of 176387

Dell should buy Compaq Then they would totally control the server market, and have a very large piece of the home market too.

To: edamo who wrote (165544)	5/24/2001 9:14:35 AM
From: Sig	Read Replies (2) \| Respond to of 176387

Generally I have very little disagreement with the way Dell is doing things. 1. Using options for years to enhance earnings and reward employees gave Dell huge cash supplies when growth was most needed to meet demand and TM was certainly the 'best man' for the job. In this time of economic stagnation, and with a much larger company there is no need to take the risk in selling calls and puts Dell still buys back shares to avoid stock dilution instead of using treasury shares to reward employees which indicates management considers that reinvesting cash in the co is a good idea and will pay-off in the end. 2. This is the first year of a Dell layoff- something Michael is not familiar with and decidedly unpleasant. Using the experience of board members like Vanderslice and Topfer I expect MD to keep an eye on the end-game and do it in such a manner and completness as to not have to repeat it 6 months down the road. 3. Success breeds success. Intc, Dell and Msft seem working together even more as team now, to get out the new products this fall in a timely manner and liven-up the PC industry.Bears talk about delays, IMO there won't be any. Intc will remember what happened to the Rdram and board defects, and Dell has taken care of the LCD suppliy problem. Testing will be more thorough. 4. IBM and Dell can co-exist to the profit of both. The big blue boxes are still needed, but the quantities are small. relative to the game Dell likes to play. And Dell will need the exotic disk drives produced by IBM. Dell has contracts for $26 bil of supplies from IBM Experienced IBM members on Dells board will keep things running smoothly. 5. The barriers to entry in the PC market are doubling. The game for white box manufacturers will get much tougher, and in fact they may have to buy parts from Dell (G) .6. Predicting an end-game for Dell is interesting venture- not sure there is a valid precedent Ford is just a start. It hinges on the world needs for computers and also Web-related items and digital communications of any form. This is the first year Dell has been able to meet the demand for their computers, perhaps it is time to venture out and pick some low-lying fruit in another related field. And you know what the bears will say about that..Newby, desperate, too tough competition(G) Sig

To: edamo who wrote (165544)	5/24/2001 1:57:07 PM
From: D.J.Smyth	Respond to of 176387

The talk is that any acquisition by Dell should be accretive to earnings; unlike the last acquistion. Implies analysts will need to adjust upward and possible reason for GS coverage. I don't know They said that Vanderslice wouldn't be talking acquistions if one wasn't already close to being announced. He's cagey So Vanderslice wants a cheap monkey. Cheetah's don't climb trees. So find a monkey. Several quality networking firms remain undervalued Dell's first acquisition was a basic R&D team. These engineers still employed according to them Who really disagrees with your IBM-like vision...They told Michael that he'd never be this big too, though. He's raising the bar to see if the competition is willing to follow. I question if that is as daring as you make it sound. Maybe this move will work; maybe he's not your typical playground CEO. Dell, like Nokia, got where they are with improved understanding of their market (according to MDell, anyway) They are making a shift. There's some fund managers that like what they see.