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Technology Stocks : Dell Technologies Inc.

DELL 133.59

-1.8%

Dec 3 3:59 PM EST

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To: rudedog who wrote (156493)	4/21/2000 2:19:00 PM
From: Mike Van Winkle	Read Replies (2) of 176387

rudedog re: Remember that in the consumer segment, CPQ outsells DELL about 8 to 1, and that DELL's consumer strategy in 1999 has not changed that picture much. I always view using the past to predict the future as driving looking out the back window. On the other hand, the future is always some kind of mix of the old and the new. So I appreciate the point that indirect will be around for some time as it has its place. I do think that it is a stretch to take numbers and decide that, "8 of 10 consumer buyers don't want to "be direct,"" it just means that they did not buy direct. Best, Mike PS My brother bought his first computer at Radio Shack, but bought his last 3 from Dell. Same with my brother in-law. My Dad is another story, but that may soon change.

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