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Technology Stocks : Dell Technologies Inc.

DELL 129.91

-2.5%

9:31 AM EST

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To: D. Swiss who wrote (156665)	5/2/2000 8:54:00 AM
From: Sig	of 176387

<<<Is this thread officially dead? I have never seen this thread this inactive.>>> Morning Drew: I am enjoying the peace and quiet and lack of speculation. Dells success is also built upon what they don't do. They don't go head to head with hwp ibm and cpq and eeee in the cutthroat consumer market of low margins. They don't "take on" Mot, Ericy, Nok, Coms by producing one more hand-held device because the price competiton is soon going to be monstrous and it would divert personnel from producing higher margin products.(servers) They contract out many services, because that is a whole different ball game requiring trained people worldwide and and a division greater than all the 35000 present employees And in dealing with people at scattered locations it is very difficult to implement the efficiencies Dell is famous for. They don't buy major companies because they would end up with obsolete facilities, again in scattered locations, with need to layoff or retrain employees. They did not layoff employees even when the Nashville facility had a surplus of people( for a very short time) So there is not much excitement in not doing things but what Dell IS doing is reaaaaaaaaaaaaaaalllllllllly rolling. So if one has 20k shares Dell, the paper profits are not what they used to be, a mere $3700/day ( or $25,900 per week) for the last 11 weeks. Its pitiful, there may be lawyers that make more. I am looking at the adds for small engine repair course in Mechanic Illustrated( make $400/per week in your spare time.) But haven't signed up yet. I had to give up on the idea of setting up a fruit stand out by the road- its a dead-end and even Michael knows that wouldn't work too well. Now for daily excitement, MOT plans a 3/1 split so I may jump on that. Brcm and Bvsn both up before the open.... Sig

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