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

To: Chuzzlewit who wrote (52349)	7/19/1998 4:51:00 PM
From: Lee	Read Replies (3) \| Respond to of 176387

Hi Chuzz,..Re:<<I am in favor of giving talent top dollar for their services. That's not the issue. The issue is knowing how much we are paying for those services>> I'm glad you recognize that extraordinary talent deserves extraordinary compensation. It's apparently just an issue of accounting? I was getting worried about earlier posts where it seemed like you espoused a total opposition to offering options. If a company only offered cash, wouldn't that entail some hefty tax liability on the part of the recipient? Also, when we talk about options, aren't we using the leverage that the market assigns to each option to our benefit? Lastly, how would you reward a person like Meredith so that the reward was the least burdensome and the most motivating? Always curious Lee

To: Chuzzlewit who wrote (52349)	7/19/1998 5:45:00 PM
From: jhg_in_kc	Respond to of 176387

TO ALL: WHAT DOES DELL SELL? "INFORMATION AT YOUR FINGERTIPS" In the same way the automobile provided the freedom to see the USA with the result that entire cities took on their shape and form because of the automobile. LA for example could not exist were it not for the automobile. Steel makers prospered; oil helped power aUTOSs; electric power companies lit them but the assembler of automobiles was the changer of a nation. Now we have the "Information at Your Fingertips" freedom sweeping the world. It is at least equivalent to the freedom provided by the automobile. SO FAR THE VEHICLE FOR THIS NEW FREEDOM AT YOUR FINGERTIPS IS THE PERSONAL COMPUTGER. iN THIS INDUSTRY OF INSTANT INFORMATION GLOBALLY, wHO WILL PROSPER THE MOST?-- 1) THE ASSEMBLERS OF CONTENT, THE NEWS PROViDERS? 2) THE PEOPLE WHO MAKE THE SWITCHES, ROUTERS AND CONNECTORS (THE INTENET PLUMBING) 3) THE AGGREGATORS WHO CREATE PORTALS YOU ALWAYS HAVE TO GO TO FOR INFO OR 4) THE COMPUTER ASSEMBLER, THE BOX MAKER, DELL. WHICH ADDS MORE VALUE. THE CNN reporter or the Dell assembly linE efficiency? Dell is the computer assembler sine qua non But what is Dell's product, its own unique product, What is its franchise. Coca colas is Coke, sugar water made with a secret formula and the world drinks it and likes it What is Dells' product? I can only come up with "efficiency" Dell is the company that pays the least to produce the bast package of "information at your fingertips" as rapidly as possible. But I am troubled tht in some sense Dell has no product. Miscrosoft has windows Code. It owns it. Intel has whatever its latest and fasted chip is. It owns it. But Dell just has its execution. It executes brilliantly and yet... What does Dell have that it made that it creatEd that it can say "This is what Dell produced that no one else can clone"? Does anyone have any thoughts on this nagging little worry I have about the great company Dell. dOES THIS WORRY MAKE SENSE? (I wrote this late at night after several scotches so be kind please) sincerely jhg p.s let me share two excellent articles with you and the thread. Both are over a year old but still fantastic appraisals of the world we live in. Go to "www.yardeni.com" and find his "topical studies" section then go to the topical study titled "The Economic Consequences of the Peace" and download it. This is the basis for all the New Era theories. There is also one called "the economic consequences of the Internet" that is worth looking at.