To: edamo who wrote (114142 ) 4/4/1999 12:26:00 PM From: Mike Van Winkle Read Replies (1) | Respond to
edamo, Dell is not a fly by night outfit, here today gone tomorrow. I am investing in Dell because I think that Dell has all the edges and expansion room to continue with their past +50% trajectory. An exerpt from a recent ASAP Forbes interview with Dell's Vice Chairman Kevin Rollins gives his viewpoint on Dell. When one reads and analyzes what Rollins says in the interview one can write a book on what is Dell's edge. This is one formidable integrated company, not a chimeric acquisitioned CPQ, and Dell's magical efficiency and speed to market comes as a result. Dell has to be looked at from the viewpoint of a total process with each piece integrated, then look and see pieces strategically. I feel this is the future paradigm for managing companies that have long term survival with high growth. When I look around at other companies to invest in, I look to see who has this same approach. To match Dell one would have to grow a company, its processes, and its work force through time with focus to achieve this. Gigabytes for example uses Dell's infrastructure and was built as a layer using common Dell programs, and business processes in three months. +50% growth will be achieved through leveraging off the Dell engine (infrastructure).
