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Technology Stocks : Dell Technologies Inc.

DELL 122.68

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3:59 PM EST

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To: D.J.Smyth who wrote (161429)	10/3/2000 10:49:36 PM
From: rudedog	Read Replies (2) of 176387

Darrell - from a Fortune Magazine article on Dell which is actually positive - fortune.com -Can Michael Dell Escape the Box? Mort says "We know what we are and what we're not," says Topfer. "We are a really superb product integrator. We're a tremendously good sales-and-logistics company. We're not the developer of innovative technology." A Dell mantra is that today's technology is tomorrow's commodity. Dell waits until the cost of that technology falls low enough for it to be stuffed into computers at state-of-the-art factories and then sold direct at a cheap price, which allows the company to drive for share.

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