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

To: Craig Lieberman who wrote (127514)	5/20/1999 11:39:00 PM
From: stockman_scott	Respond to of 176387

<<He needs to buy back some personal shares to make a statement. >> Craig: That's not a bad idea at all. Thanks for taking the initiative. IMO, MSD should also consider expanding DELL's corporate share buybacks at these depressed levels. DELL has over $4 Billion in cash and could send a message. I just read some Morgan Stanley comments on DELL and they were on the bullish side. They had dinner in NYC with Mort Topfer last night. He shared quite a bit and seemed to be very confident about DELL's future growth plans. He did tell MS that He and other Top DELL execs are spending A LOT of time in Europe in order to address the execution issues. They have made some new management changes over there. I'll try to post some more comments from this most interesting report in the next day or two. IMO, Mort is DELL's "father figure" and he helped create the great company that we know today. He is a straight shooter and will help MSD pilot DELL through this inflection point. Best Regards, Scott