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Technology Stocks : Dell Technologies Inc.

DELL 120.49

+0.7%

Jan 16 3:59 PM EST

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To: kemble s. matter who wrote (171564)	11/13/2002 2:35:02 PM
From: Scott Meyer	Read Replies (3) of 176387

Isn't it about making money? DELL is currently gaining market share at an all time rate I think you've put your finger on the problem. Dell is gaining market share but the gain is coming with less profit on each box sold leaving Dell with little or no earnings growth. Also, while Dell's build-to-order system is fabulous for a $3000 machine, there is a price point where it is going to be more efficient just to ship a truckload of machines to each Wallmart. Drive the price down far enough and the advantage is going to shift towards the retail gadget makers like Sony. For some new products (printer refills) it isn't clear that the web model is going to work. If I run out of ink, I usually just run down to the store and buy another cartridge (or two). Even next day delivery is too slow.

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