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

To: The Phoenix who wrote (60728)	8/25/1998 11:46:00 AM
From: SecularBull	Read Replies (2) \| Respond to of 176387

NEWS FOR ALL: Michael Dell is not solely responsible for all of the successes of DELL. Gary, I have never debated this fact. You want to have someone else's argument with me, rather than dealing in the points that I have brought up to you. Yes, Mr. Dell did have the idea. Yes, Mr. Dell continues to have good ideas. And, yes, Mr. Dell and his Board of Directors have had the wisdom to realize that it takes a solid management team to make it all work, not just one man. You throw satirical statements like Dell is going to be the only PC maker in two years at me, rather than answer my question about how DELL's competitors are going to turn their businesses around to compete with DELL. You say satirical comments suggesting that Compaq's management is made up of dumb people, rather than answer my question about why these people (that you claimed were smart in a previous post) have failed to assimilate the direct model as they had indicated they were trying to do. Do you have any facts, or are you just one of those guys who feels that DELL is overpriced just because you picked up a chart last week and made that predetermination? What is the answer? We'd all like to know! LoD

To: The Phoenix who wrote (60728)	8/25/1998 12:23:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Gary, I am frankly surprised at the tone of your posts. You came on this thread a few days ago asking about the business Dell is in, and the reasons why customers buy Dell. You have been given answers to each of your questions by some very savvy people. All of those answers were to the point, and included the following issues: 1. Dell's pricing policies; 2. Dell's cost advantage; 3. Dell's cash flow advantage; 4. Dell's barriers to competing firms; 5. The industry's growth prospects. Nevertheless you continue to try to bait the people on this thread. The vast majority of even the most ardent and tenacious bears seem to agree that Dell is a superbly managed company, and can find nothing in their business model or execution to fault. But you come on this thread spewing sly inuendo (as in problems with the books), or groundless comments about the industry's growth outlook. If you have substantial issues that lead you to take a bearish stance on this company there are many who would welcome dialogue. But coming on the thread for the purpose of haranguing participants is pointless. TTFN, CTC