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

To: stockman_scott who wrote (129111)	5/26/1999 10:26:00 PM
From: Mohan Marette	Read Replies (5) \| Respond to of 176387

The suspense is killing me. scott: Well I wish they hurry up and do something,the suspense is killing me,besides I ain't all that thrilled about giving up a chunk of my profit after couple of years of holding the damn thing,last time I counted it amounted to close to a dozen SLKs or Carerras. If they don't hurry up I'll be pricing a used Yugo soon,you know someone who can offer me a good deal on a Yugo -:)

To: stockman_scott who wrote (129111)	5/26/1999 10:27:00 PM
From: calgal	Respond to of 176387

Stockbull, Kemble and Scott: Strategic alliances are everything. I think that is excellent. Michael knows this. He can leverage the Street with credibility from strategic alliances. Could that be what he is working on? LW

To: stockman_scott who wrote (129111)	5/26/1999 10:44:00 PM
From: stock bull	Read Replies (1) \| Respond to of 176387

Stockman, there's no doubt in my mind that a major announcement from Dell could get the stock moving again. However, this is a total unknown. For example, if Dell were to announce that IBM was buying the company for 60 dollars per share, you sure would get a kick in the price. However, I don't know how to separate fact from fantasy. So, I need to analyze Dell's present situation on a factual basis. Don't get me wrong, as I said many times before, Dell is a great company. It will make a come back. I think it will take some time. The very best of luck. Stock Bull

To: stockman_scott who wrote (129111)	5/27/1999 12:29:00 AM
From: kjhwang	Read Replies (3) \| Respond to of 176387

Its not clear to me how providing a branded ISP service can leverage dell's business model (supply chain management) to provide an improved business arrangement? I believe that this would then put dell in play with the big boys in media services, aol, T, athm, etc. which I think is a position of weakness rather than strength. I believe a better opportunity would be one such as an acquisition of a co. like network solutions. I think such a move would alter the dell "perception" from a position of "just a box maker" to a provider of internet connectivity devices, although I'm not sure this would be consistent with focusing on their promary customer : businesses... IMHO, TCI