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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: Lizzie Tudor who wrote (10667)8/21/2002 3:37:17 PM
From: Pink Minion  Read Replies (3) of 10921
 
I must say though, I'm amazed that after all this time people think Dell is just a distributor.

I wouldn't call them a distributor either since they make the product and sell to the end user. And what the don't make makes them more like a retailer. What I can't figure out is why no one else has been able to copy the "Build to Order" model not just in PC's but any mfg product.

I buy Dell only because they're the only mfg who has figured out how to design a box that's easy to open. I had a Compaq that I never could put back together.

Their cash flow does blow away BBY but who cares if shareholders never see it. They used up 1 Billion in cash last year to buy back stock but shares outstanding didn't go down. I wonder who got those shares.
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