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

To: arthur pritchard who wrote (116842)	4/12/1999 10:47:00 PM
From: edamo	Read Replies (2) \| Respond to of 176387

arthur...concern about ibm... good evening my friend...concur completely with ibm ability to take any business off the street at what ever level they want...typical of such a large operation, using the loss leader entry to a client or contract, with hopes to make up on the back end with service, repairs, consultation....gerstner no body's fool, brought in to turn around what fisher couldn't do..a bit of the al dunlop arrogance, much like pfieffer.....what i'm beginning to see what's happening is the initial destabilization of the company, with comments such as "the pc is dead"...this is by no means as it appears on the surface....its an internal message to the pc business group, and a backhand acknowledgement of dell capability...this strategy has been used before...in the recent past by jack welch at ge...it either works bigtime or gives the competitor the tools thru oem and technology purchasing to allow ibm to cannibalize itself...it seems the new/old way of management(old time ruthless, vs gates/grove/dell little less ruthless) of a large corporation is to destabilize, in hopes that it will keep each business group on its toes and profitable...i think the risk is to the account of ibm, especially in the contracts signed with dell and emc...believe dell management will see beyond any potentially detrimental relationships with any "supplier"...even if that "supplier" is big blue...no need to assume anothers liability or workforce, which is not compatible with your culture, if you are growing market share thru your own devices....ed a.

To: arthur pritchard who wrote (116842)	4/13/1999 12:32:00 AM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

Arthur: Good to hear from you....Yet, I have tremendous FAITH IN DELL's MANAGEMENT...You said..<<When it comes to bidding for huge contracts in the future---watch IBM vs Dell.>>....I agree but DELL is taking share from IBM in the corporate desktop PC and server business....now DELL will borrow IBM's technology and BTO and market enterprise products (high end servers and storage)...If I were IBM, I might want to watch out <GG> ....IMO, a coming battle to watch is DELL vs. EMC -- and it will be a BIG one....I choose to bet on DELL as my storage play....DELL is quietly ramping up in this lucrative and growing market...DELL accesses cutting edge technology from NTAP and now from IBM (and soon will add a new service component)...NO ONE can compete with DELL on cost, quality and customer service....IMHO, in the next 2-3 years DELL will become a powerhouse in the marketplace for storage products around the world....IBM should embrace co-opetition in a bigger way and ride the wave -- they are better off as a component supplier, lisencing R & D, and leading the Global IT Services Field...I feel that MSD, Mort, and Kevin Rollins know where they want to go and I have faith in them finding a way to get us there.... GREAT days are ahead for DELL shareholders.....I feel sorry for the competition..!! Just My Monday Evening Thoughts... Best Regards, Scott