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Technology Stocks : Dell Technologies Inc.
DELL 135.98+3.0%Dec 2 3:59 PM EST
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To: Jean M. Gauthier who wrote (156113)4/6/2000 5:14:00 PM
From: Michael Young  Read Replies (2) of 176387
 
<<They are NOT a R&D shop, like a SUN or EMC or NTAP or Cisco.<<

I think the issue is that many of these products are gradually becoming commodities, just like PCs became commodities.

DELL is by far the best at selling commodities. Much better than any tech company around. They can afford to start a price war with SUNW on the low end, and STILL get better margins than on the PC desktop business.

MIKE
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