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

To: Jill who wrote (129571)	5/28/1999 10:54:00 AM
From: Frank Ellis Morris	Read Replies (2) \| Respond to of 176387

>> 1) He changed the way business is done here, and executed that brilliantly 2) He's young and as ed points out, not cunningly cannily ruthless like Gerstner or Armstrong, but I'll assume until now he hasn't had to develop that kind of ruthlessness. Maybe it's not in him, but maybe it is. I'll give him a chance. 3) If I were him, I'd be planning changes or an acquisition now but thinking it out very carefully. Give him a little time to make his move.<< Jill , you will not get any disagreement from me about the quality of Dell. The fact is there are too many frustrated shareholders who bought this stock just a few weeks ago and in one case I learn that someone bought 4000 shares on margin at the high of 55. Now that is really a sad situation. There is much speculation about the PC going the way of the Edsel and that the future of the internet will be wireless communications and gadgets that are handheld. Your outline is fair but you have to agree that Michael Dell keeping silent at a time like this is not helping at all. He needs to address his vision of the future and where Dell fits into the scheme. Maybe he should get some assistance from Bill Gates. What is the date of the next annual shareholders meeting??? Frank