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

To: stockman_scott who wrote (105472)	2/26/1999 5:26:00 PM
From: edamo	Respond to of 176387

scott...re:msd/demming/committment thanks your thanks...analysts are most times far removed from the nitty gritty of business...all they see is numbers, and have no idea of what the numbers truly compose...today's mba cannot fathom simplicity...it is a foreign concept...the japanese with demming's foundation looked at five and ten year horizons for business models....to quote buffet.."we talk about competing in a world economy against foreign decision makers who operate with a business horizon of decades. why not try pushing our own horizon out at least a year?" an analyst lives a quarter at a time...a business can't...dell is simplicity in action...grove at intel knows the importance of a strategic inflection in a business's life...gates is phenomenal...they all appear complex...but only through eyes that are clouded with pseudo knowledge...regards, ed a.

To: stockman_scott who wrote (105472)	2/26/1999 5:31:00 PM
From: JRI	Respond to of 176387

Scott- Just read your comments on Demming and culture..good points.. I maintain that for societies.... the greatest, most important source of wealth (future cash flow) is culture....and not natural resources or other factors...everything stems from culture.... In companies, one could make a similiar argument (although I think it is a little more complicated) needless to say, Dell has created an ideal culture given its fast-growth, fast-changing (customer-oriented) objectives...and you are right, it is not easily copied....