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

To: edamo who wrote (129610)	5/28/1999 11:31:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 176387

Ed, I think I better understand your concern with MSD. If I look at the relationship between the Street and Armstrong (from T), there's a warm rapport and trust between them. If an analyst hears some rumour, or fears that T might go bankrupt in an hour from some new and imagined threat, then they immediately fall back on their trust for Armstrong to successfully mitigate this previously unforeseen event. When an analyst sees a new threat to the PC industry, it seems they immediately believe that Dell will make the same mistakes that Rosen / 5fer did. I think the analysts will be proven wrong. Dell's execution has been nearly flawless this decade. And the mistakes they've made have been rapidly recognized as such with appropriate and rapid corrective action taken. I see MSD as honest, effective and a creator of wealth (hopefully some for me too). I'm willing to forgive him for not being an Armstrong, Grove or Chambers. As long as the company keeps performing. Sooner or later the stock price will also reflect that success. Best regards, Ian.

To: edamo who wrote (129610)	5/28/1999 12:55:00 PM
From: rudedog	Read Replies (2) \| Respond to of 176387

ed - In a way, the subtle shift of the industry to an acceptance of "the PC is dead" is another example of a breakup of symbiotic relationships, not unlike what happens when supply chain pressure makes the penalty for dropping the ball on JIT less onerous than delivering. We saw Gerstner, Pfeiffer and Platt start the mantra - they were already shifting their own businesses away from PCs and knew they would have weak PC growth so why not make that a positive? Now Groves and Chambers are on the bandwagon. Armstrong has a plan for T that does not look to PC growth for validation - he is on the bandwagon too. If DELL and GTW get pasted because they can't get on the bus, Oh Well... The solidarity that helped the PC vendors in the first half of this decade has almost completely disappeared. They did compete with each other aggressively back then, but no one would "poisen the well" by saying anything less than wildly enthusiastic about the growth of the PC industry. Now even Gates is cautiously shifting.