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Technology Stocks : Dell Technologies Inc.

DELL 120.60

+1.8%

Jan 9 9:30 AM EST

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To: kemble s. matter who wrote (167374)	10/5/2001 9:05:23 AM
From: Sig	Read Replies (3) of 176387

Great stuff in that Bloomberg article. Am fascinated how they try to word the dark side arguments. For example its normally stated that Dell cuts prices only to take share- implying earnings will suffer. As you have said, "They just dont get it" . The reason Dell can do it is because of dedication to cutting costs as indicated by the new plant that produces 30K computers instead of merely 20k per day. Formatting disks via the Web to save hours , testing systems while still building them to save more hours. Then again they say a complete service division is needed to sell servers because of their complexity, while forgetting that people were once unfamiliar with PC's and bought them from "experienced" venders. Michael knows that companies are learning all the time, that you will not have to pay outrageous charges in the future to get a complete PC/server/storage system up and running. Sheeeeeh I would send up a few bear steaks for the BBQ but its been poor trapping this year. If I get one they are best if you hang them in a tree for a few weeks to age properly and eliminate the bitter taste so it may take a while. Sig

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