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Technology Stocks : Dell Technologies Inc.

DELL 120.49

+0.7%

3:59 PM EST

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To: Scott Meyer who wrote (171569)	11/13/2002 3:33:44 PM
From: stockman_scott	Read Replies (1) of 176387

<<...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...>> Most companies, small businesses, and organized individuals plan in advance and order supplies (like printer cartridges) so they have them on hand. DELL's virtual integration business model has allowed it to expand into new higher margin markets (eg. servers and storage). DELL is they only one of its peer companies that is taking lots of market share -- and doing it profitably...I wouldn't bet against Michael Dell...;-) regards, -Scott

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