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

To: D.J.Smyth who wrote (127735)	5/21/1999 5:47:00 PM
From: Boplicity	Read Replies (2) \| Respond to of 176387

re: when have you (or anyone for that matter) known Michael Dell to be predictable in his upside moves relative to Dell the company? Please expand on that. I don't know what you mean. G

To: D.J.Smyth who wrote (127735)	5/21/1999 5:58:00 PM
From: edamo	Read Replies (1) \| Respond to of 176387

darrell...please enlighten me on michael dell... he and the management are extremely predictable, discipline and planning is a major part of the success the company has had copying the seventies japanese style of manufacturing, which evolved from the fifties teaching of demming...i'm sure they have multi-year business plans, which at times can make a company unable to react as grove and intel did to a "strategic inflection point"......if you want to bet on the "unpredictable", put your money down on "t" and armstrong...talk about surprises from ole ma bell....almost impulsive!... in the history of your stock ownership in dell, what "unpredictable" event did msd bring to the market????

To: D.J.Smyth who wrote (127735)	5/22/1999 1:59:00 AM
From: rudedog	Respond to of 176387

Darrell - DELL as a company and MSD have been as predictable as a steel ball rolling down a trough for years now. That has been one of the great strengths of the company and one of the reasons for their high multiple. Predictability and stagnation are not linked... as long as folks could predict 50% or better growth, things were great. Maybe you can clarify your post a little. Are you saying that DELL now needs to be unpredictable? I would suggest that even a hint of confusion in DELL's message or direction would be a disaster for the stock price.