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

To: N. David Lessani who wrote (38052)	4/15/1998 11:23:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

N. David Lessani, Hi!!! No, I didn't ignore them completely... I respect your advice also....you have a right to an opinion .... using that past experience to judge possible future downfalls...I just don't look at the negative side of things or from a pessimistic stand point ...the past is the past.... from your experience of being around to remember the downfall of others in this business I can understand your concerns....WDC and Haggerty....now, there is one bad experience I learned recently.....he lied and I didn't bail initially....big mistake....but, I will never trust that company again...Experiences like that make investing more with Dell an easy decision.....owning Dell may be an exception to diversification....the longer I read about this company and how it sets up it potential clients....the more I am impressed... trusting the words of Michael has become my TA.....he has always impressed me with his forward optimistic attitude that displays pride and confidence....IMO I feel he is unique....check out his eyes and his smile when he talks...look closely.....think what you may...but, this guy is different...I have dealt for a long time with many different people...he is very, very, unique..when he gives his word he means it..... doesn't just spout it off as a possibility.... what he says comes true...thanks for the advice....but,.I won't take anything off the table...I even bought more today.... Best, kemble

To: N. David Lessani who wrote (38052)	4/16/1998 1:30:00 AM
From: Chuzzlewit	Respond to of 176387

NDL, the point that you make regarding DEC is quite germane to this discussion, but I think you are drawing the wrong conclusion. There is no doubt that it is a grave mistake to ignore emerging market trends, but that does not mean that you need to jump on the bandwagon. It really means that you need to carefully analyze the implications of that trend and decide your course of action based on that analysis. Numerous poster on this thread have pointed out that there is very little profit in selling these very inexpensive units. In addition, market research indicates that there is very little brand loyalty among retail customers. So why should Dell abandon its corporate emphasis and enter a new market in a marketplace that it showed it could not thrive in? Remember, these machines are aimed squarely at the retail market -- no corporate America. I suspect that the companies marketing these inexpensive machines originally did so do gain retail shelf space. But as one after another followed suit the advantage disappeared. Now they are locked in a kind of mutual suicide pact. This is not the first time this strategy has been tried. Remember the IBM PS2? So the question becomes, what does Dell lose by avoiding this market in the retail marketplace? I think the answer is nothing. TTFN, CTC