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

To: D.J.Smyth who wrote (128367)	5/25/1999 9:53:00 AM
From: Ron Dior	Read Replies (1) \| Respond to of 176387

Though I am not a Dell head, I must say that all of this talk about Dell going down to the teens is pure stupidity. Dell has held its support line of $35 and quite impressively I might add! Earnings and projections were not great but not bad enough for it to breach this level. This stock is headed higher when the market stabilizes. It is that simple.... Ron Dior

To: D.J.Smyth who wrote (128367)	5/25/1999 10:02:00 AM
From: edamo	Respond to of 176387

darrell ...whose smarter?? not taking away anything from "mikey"...for he has accomplished much more then the average ceo, by refining and perhaps redefining an existing industry....his ideas though are not unique, if you read my weekend post to rudedog, you will see the mention of "theory z"...very much of this early eighties book is in "direct from dell"... as far as smartness?...with out gates/grove as in "wintel" platform, might mikey be the best at selling stamps direct, instead of computers?.........mikey recognized and seized an opportunity, unlike no one before him...the toil as in r&d and the product from the labors of the "lesser" gates and grove were the opportunity...

To: D.J.Smyth who wrote (128367)	5/25/1999 2:09:00 PM
From: rudedog	Respond to of 176387

Darrell - I have spent time with both MSD and Gates, although my experience with "Mikey" is more than 10 years in the past. Both of these guys are very smart and focused but Gates has a ferocity which Dell does not come close to matching. In other words Dell is sort of a nice guy, not a description commonly associated with Gates. In business, Gates will make a decision more quickly and on less data than any other CEO I have worked with, and that is where a great deal of his wealth has come from. Dell seemed to me to be more of a thinker and planner. His great strength was to be able to simplify ideas into easily remembered and actionable concepts, and to focus plans around those concepts, an attitude I also see reflected in his company.