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Technology Stocks : Dell Technologies Inc.
DELL 122.55+4.4%3:59 PM EST
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To: Lee who wrote (35709)3/26/1998 3:42:00 PM
From: rudedog  Read Replies (1) of 176387
 
Dell has no proprietary technology relative to IBM/CPQ/HP - Dell's lack of proprietary technology allows for 7 days inventory turns.

Good point, even on this thread people talk about computer technology as a reason for Dell's success when their real innovations are in business analysis, and the ability to build that into a working business model. But also people looking at CPQ need to understand the same thing - the battle is over business strategy, not technology.

You're also correct that all of Kaufman's arguments have been stated (with a lot more background support) by the bears on this thread. Once again SI leading the rest of the world by days or weeks...
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