SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: stockman_scott who wrote (125671)5/17/1999 9:49:00 PM
From: kemble s. matter  Respond to of 176387
 
Scott,
Hi!!!

Let's see.....when was the last time DELL didn't outperform HWP??

Best, kemble



To: stockman_scott who wrote (125671)5/18/1999 3:11:00 AM
From: powershred  Read Replies (1) | Respond to of 176387
 
From the latest Las Vegas keynote speech....

Q: Despite being rich and succesful, what 3 things motivate you every morning to go to work?
MD: Beating IBM, Beating CPQ, and Beating HWP for starters!

I am paraphrasing of course......
MDs' vision of 1.4B installed PCs from 325m right now; the growth is not limited to 1.4B less 325m BUT the replacement cycle which comes in between (I am on my fourth PC in 5 years!). Dell's performance will repeat itself IF they continue to serve and listen to the customer well according to MD...

Network Appliance...DELL just observing..waiting for the clear standard..participating via the server end...

On IBM/DELL deal..allows DELL customer to access IBM technology via DELLs' efficient distribution sysem...

On buying CPQ....was definitely amused...!

Good Luck to all holding over earnings....I say 0.20 (exuberance!)

Im going camping...finally......hopefully I come home with great news!

P.S. sorry if it has been posted before.....