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Technology Stocks : Dell Technologies Inc.

DELL 125.88

-1.6%

3:59 PM EST

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To: grogger who started this subject	1/22/2003 2:56:03 PM
From: rich evans	Read Replies (1) of 176387

News story by WSJ on board meeting of HPQ has relevance to Dell. Issue was whether they should get out of PC business. One of directors said why. The business is just a little marketing sizzle plus some legal documents in a file. Everything done by contract manufacturers.(SANM) IBM has already outsourced all their PC to SANM. So has HPQ. Now they are outsourcing their industry standard servers(WINTEL) and soon their standard storage(NAS). So where does that leave dell.SANM makes them cheaper then Dell. SANM-SCI is making these like Dell on a BTO-CTO basis only. Turnaround 48 hours. So Dell is losing any advantage and it becomes a sales and marketing competition only. And the service providers like HPQ and IBM will always spec their own equipment. I think Dell has a problem. Rich

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