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

To: kemble s. matter who wrote (71939)	10/14/1998 11:26:00 AM
From: T.R.	Read Replies (2) \| Respond to of 176387

Kemble, Forgot to mention. One of the people on our volleyball team works for Dell (sells to the Fortune 1,000 companies.) He is one great guy. We got a chance to talk a little after the game. He exudes the same patient confidence as Michael and when I mentioned the possibility of the company considering other opportunities he quickly replied they are totally focused on their current programs. He added they feel very good about maintaining excellent growth for the next 3 to 5 years. Thought I'd share this because this is the attitude and confidence I run into ALL THE TIME down here in Austin, TX (soon to be renamed DELL, TX.) The great thing is there is never an air of arrogance with these people. It must be like playing for Boston or L.A. during their NBA domination. Talk with you later, T.R.

To: kemble s. matter who wrote (71939)	10/14/1998 11:28:00 AM
From: SecularBull	Read Replies (1) \| Respond to of 176387

Kemble the truant! <GGG> Regards, LoD

To: kemble s. matter who wrote (71939)	10/14/1998 2:17:00 PM
From: stockman_scott	Read Replies (3) \| Respond to of 176387

Kemble: Over the lunch hour I was reading some articles on the Upside website. I came across this great description of Michael Dell. It was written a few months ago but still is right on target. Here are a few key passages: He's stayed out of trouble over the years. He's never done anything too risky or out of the ordinary for a PC company. He revolutionized the delivery of his machines, getting rid of backbreaking inventory. But for the overwhelming majority of his career, he's stuck loyally with the Intel/Microsoft team and kept the deals coming. He's not going to go out and join Greenpeace, but then again, he looked only marginally foolish at the preliminary Senate hearings for Gates and Co.'s antitrust case. He'll sell Intel's new chips. He'll sell Microsoft's new software. And he won't incur horrid costs on inefficient service businesses and takeovers like his friends over at Compaq. Now, membership has its privileges as well as its side effects. Dell talked about his baby daughter firing up the family's NT machine, as though it was a natural thing like using a mechanical baby swing. Getting a little ahead of the game? Yes, but shoot, those Microsoft people will be shipping NT down the line as a consumer OS soon, and a guy's gotta be drinking the Kool Aid ahead of time. He will be. The Forbes 400 list has treated him well, but he's kept his head on straight. Not too cocky, not too psycho. Just the kind of guy you like to see beat the Street. T-minus 10 years to Gatesdom and counting ... Tish Williams is senior writer/editor at UPSIDE. ----------------------------------------------------------------- **** Not a bad summary. Yet IMHO, the authors are quite conservative with their estimates. I feel that Michael Dell's careful management of hyper-growth will propel him "to Gatesdom" within five years. <ggg> The bottom line is that Michael is the kind of CEO that you want to see come out on top. Shareholders will be richly rewarded along the way too. -Scott