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

To: rudedog who wrote (81338)	11/19/1998 1:47:00 PM
From: Sig	Read Replies (1) \| Respond to of 176387

<<< The best time to make that move is now, when the base Dell machine is running at peak efficiency and speed. None the less, I have not seen any hints like this either in the press or from the various insiders I occasionally speak with. >>>> Dog, Dell is going like a house afire just to keep up present computer/server production ,the 8 zeon processor design and the new mass storage units. Focused, that is. There are huge opportunities ( witness the Internet activities) for Dell when the time comes for new work, and does not have to be something that competes with CPQ. The computer wars are fading away, haven't heard that term used for months. And you are right, we generally hear about Dell's new ventures only when the plans are firm. Michael's success is built upon his word, don't get much hype, or 'if all goes well we will' etc. The work being done in the Dell labs is seldom obvious until a new product is ready. Did you hear about the 14"? laptop screen before it hit the market??? But there is some info on the Dell home page. So we get some flat spots in the stock performance 70 next week Sig

To: rudedog who wrote (81338)	11/19/1998 1:52:00 PM
From: arthur pritchard	Respond to of 176387

thankyou rudedog: you certainly seem to have your brain right in the middle of what is happening...in my just post to lee 81344, can you see what is bothering me?...i am somewhat reaching back to my experiences at Arthur D. Little, and at Stanford Research Institute, where i was working in think tank type environments...i remember very clearly the enormous progress both in quality and speed, that occurred primarily by just the right combination of forces...as you just said, now is the time for Dell to be making some internal changes if there need to be...the price they pay for not making the right moves, is way down the line, when it is too late...of course, IF the huge amounts of money stay even partially with the internuts, we all know that that will attract a substantial number of brilliant minds....conceptually, some day Dell could have part of its internet interface, with say, amazon...the search engines have never really interested me...it was not until the amazon people moved to seattle, and their focus on product delivery, that i became interested...I HOPE I AM REACHING FOR SOME CONCERN that is not too off topic...if it is, i would not at all mind receiving pm on this current obsession of mine...