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

To: Geoff Nunn who wrote (50669)	7/10/1998 4:37:00 PM
From: jhg_in_kc	Respond to of 176387

i'm reasonably certain it was in the Harvard Business Review interview. Dell wasn't denigrating what he does, just pointing out that it was not rocket science but simply efficient business conduct, as I recall. If you have the magazine you might check this, I dont mean to quote him out of context but that was my take on it. could you do me a favor and post what follows below to Chuzzlewit. I am out of posts for the day. I wonder what he thinks of Kemble's response to my letter to him quoting his (chuzzlewit's) advice in the event dell ever faces real build to order competition. yahoo's barrier of entry may be "critical mass" a term CTC used. I take it to mean the presence of a loyal devoted customer base, ubiquity, as in Windows everywhere, and word of mouth which is favorable. Also, from the little I know of it the start up costs are not so low anymore. Web ads are so expensive now on Yahoo that only large companies can afford them I read recetnly. Also USA Today reports a conference of major media advertisers hosted by Proctor & Gamble? scheduled soon to determine how much they should spend on the Intenet ( that was tuesday I believe, the cover story in the MOney section on the Internet stocks) thanks jhg To: jhg_in_kc From: kemble s. matter Jul 10 1998 4:18PM EST Reply #50683 of 50683 jhg in kc, Hi!!! Asking me this question one may think it would take hours to describe...although I admire Chuzzlewit and his expertise....I missed where he said that...if he did say it in that manner....perhaps he has an addendum to this situation...but, if you are asking me...I think you have already answered this question in your question... << Surely, Dells competition knows what they are up against ...>> Yes, I love Dell....if you have followed this thread for any length of time; you are aware of the great respect I have for the people on this thread ...I listen and "cheat off them" as much as I can....following Dell closely for over two and half years now I find my own way of telling people what I feel about the company in perhaps a more simply put way...since I like to keep things plain or in that simple perspective.... I will attempt to give you that quick answer: Should Michael Dell stop smiling; should his eyes no longer tell me of his determination; if he ceases to give me that thrill when he hears a "set-up" question (that he already knows the answer for and is prepared with that wonderful grin of anxiousness); if perhaps he hints that "going forward" is changing...well, you get the point...I believe whatever this guy says...he has my trust because I firmly believe he is a man of his word...but, what may make more sense...IMO......Dell's product is Dell himself.....Until this changes.... I'll keep buying more Dell. Best, kemble

To: Geoff Nunn who wrote (50669)	7/10/1998 5:43:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Geoff, Am I missing something here? Only one thing, and it's another unknown. The aggregate success of the internet portals will be determined by the success of companies advertising on the web. Since this is a very new market I think its impossible to come up with any intelligent aggregate forecast for demand. So how do we even begin to subjectively evaluate the potential for this market. With investments in companies like Dell we have some benchmarks. We have real expectations of aggregate, worldwide demand courtesy of companies like IDC. We know what margins are like and we have a feeling for how the technology evolves. But in the case of the internet portals all of that is lacking. TTFN, CTC