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Technology Stocks : Dell Technologies Inc.

DELL 130.49

+0.4%

3:59 PM EST

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To: Alohal who wrote (148236)	12/1/1999 3:40:00 PM
From: rudedog	Read Replies (6) of 176387

Alohal - I am still sorting this one out. The reality of what DELL is doing supports many of the things I have said on this thread about the consumer business for many years, especially that there is little advantage to the BTO model in consumer. Economies of scale are achieved by large runs of a single product configuration. DELL's manufacturing model is not an advantage in the consumer space. From that standpoint, farming production to SCI was a smart move. But the price point and feature set tells me that they are still a long ways from understanding the consumer business. CPQ presario models offer way more features and performance for less money than the low end commercial products. They don't want any confusion in the consumer's mind about what product to buy. DELL, as John K and I have been pointing out, produced a consumer machine which has less stuff at a higher price than the low end of their commercial line. It is not even as good a consumer machine... except for the sexy form factor. DELL had a year to get this ready - I thought they would do better.

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