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

To: Alohal who wrote (124958)	5/15/1999 9:15:00 AM
From: DellFan	Read Replies (2) \| Respond to of 176387

Alohal - I would be disappointed to see Dell follow in CPQ's footsteps a la DEC. If necessary in the short term, I would favor a services alliance over an outright purchase - the services business and the production business require totally different management skills and you don't get the economies of scale that you get by combining similar lines of business. Instead, you get management infighting and internal competition. And end up with a corporate case of split personality. IMO, this will become more evident (rather than less)in CPQ's case. That story is still unfolding. I believe that Dell is already developing a not-so-visible services component in response to demand. Eventually, a strong and visible services component will be a necessity. But I would prefer to see that develop internally as Dell transitions into a technology delivery company. See Andy Groves comments on the PC industry of the future. cgi.pathfinder.com That transition is already happening vis a vis servers and storage. As broadband becomes prevalent(and technology such as communications, video and audio and business computing merge), Dell will have to add other discrete components, including communications devices, entertainment devices and the like - and the hardware required to package, control and network it. And it is in those areas where they might wisely purchase technology through merger (or alliance such as their (IMO prescient) alliance with IBM). And I think that they will. Just my thoughts.

To: Alohal who wrote (124958)	5/15/1999 10:10:00 AM
From: edamo	Read Replies (2) \| Respond to of 176387

alohal...major service company shopping...i like unisys...would be a jewel in the crown, not burdened as dec was to cpq, trimmed down, lean and mean and profitable...what do ya think..service is where the real dollars are..ask lou! good luck, ed a.

To: Alohal who wrote (124958)	5/15/1999 11:09:00 PM
From: kemble s. matter	Read Replies (2) \| Respond to of 176387

Alohal, Hi!!! RE: Hi Kemble: Just a wild thought rolling around in my head. Perhaps the extra authorized shares are not for stock split, but for acquisitions. I know Dell has always grown organically, but I'm beginning to think the handwriting is on the wall. In the future, Dell is going to have to establish a very strong service component. The margins are just too high for them to continue to outsource and leverage the service component. It would not surprise me if Michael and company have already been shopping for a major service provider to integrate into Dell. Like I said, just a wild thought. Anyone care to comment? How about IBM....PC's to DELL How about DELL....service to IBM with service help from DELL How about the shares because what the management has been telling us will surely move this stock when the unknowing finally realize DELL is involved in many many areas that will produce revenue growth...It surely isn't just your normal PC maker anymore... Best, Kemble

To: Alohal who wrote (124958)	5/16/1999 10:34:00 PM
From: Indelible	Respond to of 176387

Alohal...catching up on the weekend posts... I agree with you... . Perhaps the extra authorized shares are not for stock split, but for acquisitions. I know Dell has always grown organically, but I'm beginning to think the handwriting is on the wall. Kevin Rollins has said that at some point in time acquisitions will be considered to sustain a certain level of growth.While,I believe we have much further to go growing organically,certain strategies could make acquisitions cheaper in the long run.JMHO.Your thoughts on the purchase of a services component is one good one,another might be a successful home market retailer,and yes,shopping may have begun already.As for the requested increase in shares,last years request to increase to 3 billion was a no-brainer in that it would allow for two 2 for 1 splits.This request to 7 billion with app. 2.5 outstanding now tells me Michael expects to do well enough for another 2 for 1 split in the next year,probably next Feb. or May.The remaining 2 billion are not enough for even a 3 for 2 additional split,so they probably are for acquisition.