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Technology Stocks : Dell Technologies Inc.

DELL 129.19

+0.6%

2:42 PM EST

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To: Markus who wrote (20987)	11/10/1997 8:38:00 AM
From: Sig	Read Replies (1) of 176387

Markus: <<< The biggest obstacle is shipping cost. There is no way that a customer wants to pay a $50 to $100 shipping cost for a %$700-$1000 computer system, where the shipping cost will represent almost a 10% of the computer>>>> I think you have an excellent point on the shipping costs which seems to avoided on discussions here and for very good reasons. I was not serious in implying that CPQ would go out of business but they would have to work harder. Dell reminds me a bit of H. Ford, in that he does what is required to solve a problem. Ford bought the iron mines, the railroad hauling the ore to the coast went on strike so he bought the railroad, the ore carrior ships went on strike, he bought the shipping line, the steel mills went on strike, he bought the steel mills. UPS goes on strike and Dell writes a contract with Fed Ex?? for priority shipment. (might have been able to buy Fed Ex but that is not in the game plan) Perhaps Mikies middle initial should have been A. for Agility. If shipping costs get out of hand I expect to see a solution Sig

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