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

To: edamo who wrote (117589)	4/14/1999 6:56:00 PM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176387

IBM is making a change by emphasizing their business segments that do not compete with Dell. CPQ is trying to do the same thing only Dell is already on the move to challenge those hiding places (high end servers, services). Running away and dodging is not making fundamental change. Eventually the rock will be rolled over. The new breed of business (Dell) looks forward to major market changes because the old breed business can't take the corners. Old analysts don't understand what they are looking at when they talk about the PC market risks of Y2k, lock-down, cheap challengers, yada, yada, yada. These are only risks to the slow, inflexible, inefficient old style companies like CPQ. Dell eats major change for lunch. As more businesses become more like Dell economists will wonder what ever caused recessions in the first place. Hang on to your Dell stocks!

To: edamo who wrote (117589)	4/14/1999 8:27:00 PM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176387

edamo, sorry if it looks like I am choir preaching again. I could talk to myself but it is not the same as posting. I am a little impatient with the stock action this year, but it is reasonable given the general outlook by analysts and the way the street thinks (like accountants, not process people). I wonder what it would be like if Dell had to compete against a company like itself rather than the old guard. I really appreciated your finding A. Grove's comments on describing the state of the corporation. There are processes and there are process oriented goals. I like the goal of a business to be in complete control of things that determine the numbers. Like Dell opening new product segments that provide head room for making their growth commitments. Good luck on your Put strategies Mike