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


To: stockman_scott who wrote (101206)2/16/1999 9:11:00 PM
From: Michael Kucera  Respond to of 176387
 
Scott, you are 100% correct, after reading everything there is to read about dell and listening to the management how could you bet against this company and the ceo? besides, what is a couple hundred million in revenue between friends! CSCO still trades at a pe of 120 something, that stock has twice taken a 30%+ haircut in the past 3 years, and last time i checked it has survived very nicely.

-Mike (btw, still looking for the DELL gorilla article)



To: stockman_scott who wrote (101206)2/16/1999 9:14:00 PM
From: Scrumpy  Respond to of 176387
 
Please post more of those...

I'm still sucking wind from today. Gasp!



To: stockman_scott who wrote (101206)2/16/1999 9:17:00 PM
From: kemble s. matter  Read Replies (1) | Respond to of 176387
 
Scott,
Hi!!

RE: MD at the very end....<<...there's no such thing as a company that executes perfectly forever. But the real key to our success comes from within. It comes from knowing our strengths and being open to experimentation. It comes from the determination to learn from our mistakes and look for ways to constantly improve.>>

Dell being able to adjust into new areas will not be totally smooth... their determination and desire to win is something I don't like to bet against...their lack of arrogance and ability to play devil's advocate with each other makes their team even stronger...

Best, Kemble



To: stockman_scott who wrote (101206)2/16/1999 10:02:00 PM
From: Happy Cat  Respond to of 176387
 
Dell's new book, DIRECT FROM DELL, sounds great. Thanks Scott for the heads-up. Will look for the book when it is released.

Carolyn