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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: edamo who wrote (133959)	6/22/1999 11:05:00 PM
From: Meathead	Read Replies (1) of 176387

Re: most bto models have r+d, so down stream supply provides product to specification. Dell has sizeable R&D. Also, Dell requires a large portion of their vendors to build to specific specifications. They will also force suppliers to re-tool and re-spec if necessary to keep Dell's business. You claim Dell is totally dependent on suppliers. The opposite is true in every case but two... Intel and Microsoft. All other suppliers are dependent on integrators like Dell for business and must compete heavily. Dell's scale puts them largely in the driver's seat. Re: so you sign a $16b parts/r+d contract with the "enemy"....how do you bite the hand that feeds you??? Who's hand is feeding who?? Think about it!<g> MEATHEAD

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