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Technology Stocks : Dell Technologies Inc.
DELL 133.78-0.1%Nov 14 9:30 AM EST

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To: D.J.Smyth who wrote (160487)9/8/2000 3:06:53 PM
From: AJ Berger  Read Replies (1) of 176387
 
Building Clones means someone else determine what you can sell.

When IBM or Compaq (I'm sorry, those are the only 2 besides DELL who's Notebooks I buy. I buy a few every month for the past 10 years; back then we used to call them Laptops, Lunchbox's or Luggables. I used to buy Toshiba, but their products have fallen off in recent years.) set out to build a Notebook computer, their designs and components are specified and contracted out by IBM and Compaq. For example the current IBM ThinkPad T20 was designed from the start, to service the Windows 2000 community. Many of Compaqs notebooks are not offerred with Windows 2000, because they are the first to tell you that their Presario designs were not intended for the Win'2K market, while some on their Armada line is.

DELL on the other hand, buys their Notebooks that DELL only combines and burns in, from another company. That "other" company determines what will and will not work with their Notebooks. If DELL want's configurations that work with Windows 2000, then that other company has to decide to pursue this for DELL. If few customers want Win'2K that "other" company may let things slide for a while till demand is higher, to justify the re-engineering costs. DELL then has to limit it's offerrings. Instead, DELL has made the mistake of offerring configurations the current OS cannot support with the current lot of available components. Win'2k compatibility issue are also plauging the desktop market. There is a very limited number of hi end Video, Modem, and CDRW devices, that currently work with that operating system, and shortages or inflated cost in those particular models is an industry wide problem.

As for the exact details of my current order problems with DELL: Either come clean and admit you are:

1. a Dell employee desperate to maintain those stock options by wasting your time on these threads spouting sunshine at anyone who'll listen.

2. a Dell Bull who's suffering from the gitters since taking that big position at $40.

3. a retiree with nothing better to do with his time then argue with anyone who sits next to him on the park bench.

or please stop responding to me. you only make me waste more time proving my point even further. I've already stated my ordering problems quite clearly. I'm sorry if you are not technically knowledgable enough to recognize this.

As for being a Short Seller, that's ridiculous.
Only an ameture would invest in the box making business,
who's stocks have been essentially flat for years.
If you want to invest in box makers, just invest
in Intel. That's where the REAL Margin's are...

Have a Nice Weekend.
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