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Technology Stocks : Dell Technologies Inc.

DELL 117.44

-1.6%

Nov 20 3:59 PM EST

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To: Rio Jangada who wrote (26503)	12/30/1997 8:13:00 PM
From: Meathead	Read Replies (1) of 176387

Yes, I am a full time PC industry analyist when I'm not designing them. I get some insights that the big name analysts don't. Unfortunately, I can't share too many specifics as it is confidential information. PC oversupply has always been an issue. Anybody can make a PC... PC is only a small part of the buying decision. We all know how succesfull the far east has been in winning market share<gg>. 3 years ago it was Sony I think that was going to put Dell out of business... according to analysts. To illustrate how brilliant these analysts are, they discounted the fact the Dell targets corporations and Sony would be targeting consumers... about as brilliant as some of todays doomsayers who cant tell the difference between silicon chips and potato chips. Pick up a computer shopper sometime and see how many no-names are flooding the market with cheap PC alternatives. They eventually practically wind up giving these things away. This has been the case since I began following the industry back in 1986. It took me a long time to understand why ANYBODY would buy a high priced PC from Dell or Compaq when they could get basically the same hardware for a fraction of the cost. Why do you think this is???? The plants are at 50% capacity right now. Floorspace is paid for and costs next to nothing to keep empty. No inventory. Workforce is adjusted dynamically thru temp agencies. These guys make $7/hr... there is no risk in under-utilization... except for maybe the electric bill. Have you toured the new Austin Plant? MEATHEAD

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