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

To: rudedog who wrote (86498)	12/21/1998 8:51:00 PM
From: Mohan Marette	Read Replies (3) \| Respond to of 176387

Can Compaq reach the high-ground??Well I don't know,show me the money. Hi Rude: Here is a subject matter possibly dear to your heart and possibly of interest to the Dell investors too. ======================================== (Excerpts from Upside) Can Compaq Reach Higher Ground? December 17, 1998 by Aaron Goldberg (From the February 1999 issue) Conventional wisdom in high tech says that large mergers don't work. AT&T Corp. bought NCR Corp.-a fiasco. Hewlett-Packard Co. purchased Apollo Computer; that was a mess. Acer Group acquired Texas Instruments Inc.'s mobile computing business, and it ended up in the toilet. So along comes Compaq Computer Corp. to buy up Digital Equipment Corp.: What makes this company think it's so special?............ The metric of success in the moral high ground demands two things: a believable story or technologies, and customer relationships. It's on the latter score that there's a pressing need for change that the Compaq/Digital merger hasn't addressed. Simply put, both companies are product-centric organizations. Political power, budgets and corporate direction are (or were) determined much more by the manufacturing, product and engineering teams than by the sales and marketing departments. Even the combined field sales force is no match for HP, let alone IBM. At the very least, the new Compaq must have the same control over its accounts at the highest levels that HP and IBM have over theirs. So far, this hasn't been the case. It seems to me that the merger fundamentally demands that the new company be an across-the-board challenger to IBM. Compaq cannot succeed merely as the biggest PC company; it could have gotten there without spending $9.6 billion on Digital....... So, while it appears the key operational and product strategy issues have been resolved, the more vexing problem will be to leverage those competencies with a well-oiled marketing and sales machine that can lead the charge into the Internet age, not trail the pack. The acquisition's timing, in the midst of an industry transition, either creates endless possibilities or produces huge pitfalls. For Compaq to harvest the possibilities, it must become a force to which customers turn for all their e-business needs. Only then will it be able to crow about its ability to fly in the face of conventional wisdom. ..... upside.com

To: rudedog who wrote (86498)	12/21/1998 9:50:00 PM
From: stock bull	Respond to of 176387

Rudedog, re:<< And at the end of the day, the real issue is how was the customer treated and was he satisfied with the experience. I would argue that DELL does this last piece better than anyone else in the industry.>> From my personal experience with Dell I must agree with your statement. I had a warranty problem with speakers after two years of use, and Dell sent replacement speakers and paid for the return shipment of the defective ones. No arguments and no questions asked. A great company. Stock Bull