Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: jim kelley who wrote (84967)	12/11/1998 6:37:00 PM
From: John Koligman	Respond to of 176387

Jim, I have taken a look at it. Thanks for the info. I've tried to establish some type of baseline by comparing it to at least one other company that was in trouble some years ago, and what it's reporting looked like at the time, but I really can't deduce very much from it. You have commented several times on the difficulty of managing CPQ's myriad businesses. Sure, the story is more complicated than Dell's, but I doubt it is more complicated than a company such as IBM's. Yet, they had a CEO basically parachute in and run with it during a time where IBM was pretty sick. Seemed to work out OK. Once again, time will tell how things work out. John

To: jim kelley who wrote (84967)	12/11/1998 7:44:00 PM
From: Sig	Read Replies (1) \| Respond to of 176387

For Kemble: Re photos of Dell construction, taken in July, mailed to me by Dennis and first shown here in October Summary . There are 9 or ten buildings under construction on a 570 site in Austin. The first one was completed in November and builds servers.Work on the other sites has started Pic 1 shows work proceeding on building sites 4,5and 6( These should be much more complete by now. Pix 2 shows parking at the new server building Pix 3 show truck bays at the new server building Pix 4 shows truck bays at the Metric 12 facility in R.R which the group toured in July Sig ticnet.com ticnet.com ticnet.com ticnet.com h