Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mohan Marette who wrote (131257)	6/5/1999 12:09:00 AM
From: arthur pritchard	Respond to of 176387

mo: thanks for the info...i guess time will tell...btw i was not at all a fan of john scully...many were not...gerstner's background was very familiar to me, before he became head of ibm, and i am not at all surprised at what he did for ibm...btw gerstner's thing WAS HIS RELATIONSHIP WITH WALL STREET, an entirely different situation...he was extremely powerful in new york circles, way before his latest gig...Gerstner brought a team with him....an entirely different situation...scully was a real ass, in the opinion of many...bottom line, i am not impressed about this potato thing... i would much have preferred someone from the tech world, especially international tech manufacturing...one of the key leverage points, is overseas manufacturing....notice the deal ibm just made with acer; this is real leverage, and real international sophistication...gerstner was brought in to sever heads, and to control a relationship with wall street...scully NEVER did fit in; total loss to shareholders...biggest mistake mr. jobs ever made...

To: Mohan Marette who wrote (131257)	6/5/1999 3:43:00 AM
From: Keo	Read Replies (1) \| Respond to of 176387

Well, when the "chips" are down... <ggg>. Interesting discussions, Mohan and Arthur. Nice segue on the flipping from fritos to pcs. And, in a way, it seems like an interesting fit.... From the point of view of -1- can the guy rally a team (good strategies + good interpersonal dynamics go a long way towards compensating for lack of industry-specific knowledge) -2- distribution outside the US. In a word, connections, connections, connections. Worldwide Ops embraces a lot of stuff with import/export regulations, brokers, etc.. where your pal at the freight forwarder is a serious asset to steady sailing. And if Allen was instrumental in getting mfg. quality significantly improved at FritoLay, then that's a profit booster. Or good preventative maintenance. (Right the first time is a great notion) -3- And let's look at Scott's recent post with the % of US Households that have PCs. Probably same % of households have had potato chips in a one-month period. All spoken in a fit of jest, but as Arthur points out, Jobs erred in selecting Sculley; MSD was surely involved with Allen's appointment at Dell... and... well.. we'll see......And actually, I'm craving a potato chip. I think I'll log off the computer and get some pretzels. <ggg --- welcome home, Arthur!>> kathy