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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 173.88-0.7%3:37 PM EST

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To: Caxton Rhodes who wrote (36317)7/20/1999 11:56:00 PM
From: Drew Williams  Read Replies (2) of 152472
 
Caxton, I'm not sure what Dell is, but it is not toast. Iridium is toast. <g>

Being a sales & marketing guy, I suppose I have a greater respect than you seem to for what Michael Dell and company have accomplished.

Yes, there is nothing special about their boxes, but boy-o-boy they have been moving a lot of them for a long time (at least in PC years.) They've been the PC industry's #1 direct marketer since there was a PC to directly market. Pick up an old copy of Computer Shopper and compare who used to be there with those who are there now. If you go back more than 2-3 years, there is precious little overlap.

There are marketing reasons for that even engineers can understand. (This is where I would usually put a joke, but its too late at night.)
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