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

To: Mohan Marette who wrote (117014)	4/13/1999 1:25:00 PM
From: Eggolas Moria	Read Replies (2) \| Respond to of 176387

Gerstner believes that the PC is dead, just not the way you would normally interpret the comment. It's heyday is over. IBM believes that the growth engine will be enterprise solutions and service. Nevertheless, they are committed to selling PCs as long as the market is there and they need a place to put all those wonderful parts they make. IBM has been very successful selling on-line and the address isn't too hard to find for purchasing managers as the $3.3 billion in sales last year attests. As I said earlier, Project Odyssey isn't the type of maneuver one would expect from a company about to let another PC manufacturer make its PCs, notwithstanding what the analysts want. Then there is the issue of whose label is on the unit, also mentioned earlier. For now, Dell and IBM will compete. Not going direct in Asia says a little about how IBM views the region's economics, distribution and their past relationships.

To: Mohan Marette who wrote (117014)	4/13/1999 1:45:00 PM
From: edamo	Respond to of 176387

mo......re " big red".... what you are seeing, is the contradictory arrogant management style that both pfeiffer and gerstner exhibit, when it comes to "treatment" of its distributors... a manufacturer asks a committment of inventory, in return for the "privelege" of selling the "prestige" name, payment terms,volume/loyalty rebates,joint advert/promotions and sales leads...in some instances, the manufacturer prohibits a distributor from selling or stocking "like" kind of competitive product....it is the ideal situation, until "greed" driven by "the you need me, more than i need you" arrogance and passion to add incremental sales at "any cost"...even at the "sacrifice"(there's that commie word again) of the stocking distributor...it works for a while, as long as the stockist is making money..... i concur with the errors that are so obvious in their "pissing off and on of the channels".....but "arrogance of brand name/franchise" blinds these marketing decisions...they try to apply the "ruthless" direct sell large job to the end user mindset to the distributor.....it never has, and never will work... as in the case of ge and westinghouse...the market share of certain product lines was given by default to the competitor with a "new marketing idea"....in this case..dell and emc....time will tell..