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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 159.33-1.8%Nov 7 9:30 AM EST
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To: Alastair McIntosh who wrote (10621)8/17/2002 10:53:19 PM
From: Lizzie Tudor  Read Replies (3) of 10921
 
Dell is not a tech company. They are a commodity distributor and will eventually be valued as such.

This is a common misconception that people have that haven't done their homework on the Dell supply chain. They are actually the most efficient manufacturer of technology equipment available thanks to a proprietary model which is almost impossible to duplicate. They are certainly NOT a distributor. Analysts understand this fortunately.
Lizzie (ex-Dell)
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