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

To: jim kelley who wrote (118530)	4/18/1999 8:41:00 PM
From: rudedog	Read Replies (3) \| Respond to of 176387

I think that DELL's vision is superior to CPQ's I don't think DELL has a vision, at least not one that has been shared publicly. They have a pervasive philosophy and culture which has created one of the most dynamic and successful companies ever, but don't confuse that with a vision. They have perfected a focus on internal process and cash management which is also almost revolutionary in its impact. Business school studies will be written about that aspect of the saga for years to come. But that's not a vision either. DELL is so strong tactically that it almost doesn't matter that they have little strategy, they can count on the ability to scramble and win. But I have never seen anything remotely like a vision articulated for or by DELL, and their strategy is the kind of 18 month focus that a company focused on execution would favor.

To: jim kelley who wrote (118530)	4/18/1999 8:55:00 PM
From: Lizzie Tudor	Respond to of 176387

Tandem and DEC were dinosaurs with a pedigree. CPQ's flirtation with the NIC market was a disaster. It failed to achieve any results with the internet. the Alpha is a questionable proposition. Their service business is another relic soon to be displaced by newer and better technologies. I totally agree with this. The problem I have is with the tandem and dec acquisitions. Whats the point? It would be like Amazon buying B&N book biz. Am I correct in thinking that cpq's strategy in 1995-96 timeframe (when Dell was exploding) was to turn themselves into another Tandem?? It sure looks that way. Anyway at this point Jimmy Treybig would make as good a CEO as any at Cpq. I used to work for him - a great guy - it was my first tech job - a summer job that turned out to be a 2 year stint.