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

To: W.B. Michaels who wrote (128198)	5/24/1999 2:40:00 PM
From: arthur pritchard	Respond to of 176387

wbm: the next nine months, are going to be about the enterprise, not the pc. As I keep saying, IBM really can afford to not make money, in its pc area. All it cares about is its treasured enterprise accounts. '''''The impact on Dell ---it will be a new challenge for Dell. And, I would certainly agree with you, that Dell will reinvent itself. '''''All you gigantic "long" holders have, of course, absolutely nothing to worry about. But if you also want to have some fun (between barbecues, and ocean voyages), buy calls in ibm, and play both sides of the street. '''''And don't be angry, if some other people try to make some money, outside of Dell. It is not very nice to constantly believe that Dell can run the gxd damned world, and that msd can, of course, easily run ibm. ''''As a matter of fact, I know you're up to it... ''''btw when I was employed by MER, the man who hired me, was named merril lynch magowan. (his brother ran safeway, his father was chairman of safeway.) Almost as soon as I started selling in their san francisco office, he retired to run their carmel office---translation---play golf with those in power. I did get a chance to observe their institutional sales department, install options programs, in all their large corporate accounts. This was in 1974. '''''My next job was staff to a man who became vice chairman of safeway, and is now president of montgomery securities. '''''Nothing much has changed in the world. As you well know, there are cycles, everywhere you look. Dell has had a very good run. '''''Be open to Dell having to reinvent itself. And next time, take your laptop.....(ggg)