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Technology Stocks : Compaq
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To: Dulane U. Ponder who wrote (22168)3/17/1998 12:54:00 AM
From: John Chen   of 97611
 
Dulane,re:"Dell". I think DELL's success has more to do with WHOM
it is selling to, than the 'manufacturing advantage' (maybe part of
it). DELL probably has accounts that 'money/price' is not the
topmost consideration for purchase. I'm implying the entities that
get free money(like taxing authorities, ie: all sort of governments).

That's probably the momentumn that put DELL onto orbit, unless those
accounts have change of heart.

Of course, DELL would want the competition to think somewhere else.
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