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

To: OLDTRADER who wrote (118446)	4/18/1999 4:59:00 PM
From: rudedog	Respond to of 176387

I believe he was planning on adding capitalization to his venture company, much as MSD has been doing. But when he saw what was happening at CPQ he decided to hold off. Unlike the departing management, Rosen has a great reputation for high integrity and may have wanted to avoid even the appearance of a "funny" sale. At least that is the story from someone who talked with him over the holidays. For some reason this overwrote a response to your previous post instead of the post I was responding to, which was Message 8992544

To: OLDTRADER who wrote (118446)	4/18/1999 5:08:00 PM
From: rudedog	Respond to of 176387

here's my original response which got over-written... a little SI flakiness which I have seen before. ******************************** wbm - DELL's server business plan is not on track. They stalled mid last year. They have taken steps to address the problem which if well executed will get them back on track later this year, and of course I have great faith in DELL execution, but it is a very difficult challenge, with lots of internal issues to address for DELL, nowhere near as simple and straightforward as the desktop play. Here it is not so much competitive forces as the need to build the business without disrupting DELL's core business principles which makes it hard to do.

To: OLDTRADER who wrote (118446)	4/18/1999 5:38:00 PM
From: G.M. Flinn	Read Replies (3) \| Respond to of 176387

another one drops. IBM's concession s/b next. HP to follow. CPQ probably worth buying now that clueless 5fer and the spinmason are gone. The co. can probably start by selling Tandem and DEC, and maybe focusing on what made them great years ago ... PCs? Or is it too late? Other option, stick to PCs in retail stores and suck up to DELL for servicing business to make something out of disastrous DEC purchase. Glenn