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

To: arthur pritchard who wrote (117666)	4/15/1999 6:00:00 AM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

<< I also believe that dell eats major change for lunch. But the market's pricing sucks. Dell's relative efficiencies are not being valued at all appropriately. Everything is relative; dell is clearly not being priced well relative to the inuts.>> I couldn't agree more....Yet, I am HOLDING the rest of my DELL shares....I see better days ahead out on the horizon. I think MSD and his team KNOW how important this quarters' performance will be -- they are focussed like a laser beam on execution. I talked to the CIO of the media firm that I used to work for and he said they are just rolling out a complete standardization on DELL -- in the future all new desktop PCs, laptops etc.. will be DELLs (instead of IBM) and new servers will bought from DELL (instead of CPQ) whenever possible. He said it all came down to cost, quality and service and no other firm could match DELL's proposal. This $1 Billion company only has 2800 employees. Yet, we are starting to see a MAJOR trend in Corporate decision making. Vendors are being held accountable and DELL is coming out ahead. Total cost of ownership counts. DELL will RISE again <GG>!!! You can count on it... Best Regards, Scott

To: arthur pritchard who wrote (117666)	4/15/1999 1:14:00 PM
From: Mike Van Winkle	Read Replies (2) \| Respond to of 176387

arthur pritchard, do you see any business process thinking evident in Abby Cohen's outlook? Most companies approach business change with the Dilbert approach. Tom Meredeth got down in the trenches himself where the work has to be done by the very top management (how many CFO's have you seen to do this). It is a very hard, tough job done over a long time, to remake all the people's minds. I went around everyone, or just strong arm directed changes for short term major breakthrough, then retired. These tactics backfire if you stay around for too long as without top Mgt drive real change won't happen and people get smart and rebel in 50 ways. Stock price is good because of years of high growth rate. Dell's price is not higher because it missed a beat and what makes Dell great is truly not known. Look at how many posts are about business processes? Did you notice that Microsoft's reorganization mirrors Dell's? How many analysts said it was done to make it hard for the DOJ to break it up? Good luck Mike