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Technology Stocks : Dell Technologies Inc.
DELL 133.78-0.1%Nov 14 9:30 AM EST

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To: Meathead who wrote (26661)1/1/1998 3:27:00 PM
From: jim kelley  Read Replies (2) of 176387
 
Meathead,

Happy New years...

and thanks for checking the prices on comparable systems from Micron Electronics,CompUSA, etc. I know it is is a lot of work and the misinformation comes in faster than the factual information making this an endless task.

GTW and MUEI are not really in DELL's league. It is unlikely that they will ever be. CompUSA is not really a threat to DELL ( they have a mixed business model).

It will be interesting to see how DELL has done in the direct consumer business this quarter. I suspect this will provide an upside to last quarter.

Jim Kelley
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