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Technology Stocks : Dell Technologies Inc.
DELL 117.79-1.4%3:56 PM EST
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To: Mark Brown who wrote (35696)3/26/1998 5:46:00 PM
From: Craig Lieberman  Read Replies (1) of 176387
 
read the report written by our President and CEO, Craig Kaufman
Makes me ashamed to have the same first name....

This guy is saying... PCs are commodity products... same stuff we see on the threads. He has totally missed the distribution advantages that DELL continues to have due to the lack of channel partners.
They have cut out the middleman... This means that DELL reaps the middleman profit every time. If CPQ or HP or IBM sells their products direct at prices cheaper than their channel partners, then the channel partners would be undercut and abandon them. This can't happen and keep the channel happy. Therefore, CPQ, HP and IBM CAN't sell as cheaply as DELL. They would ruin the relationships with CompUSA, etc.
DELL can continue to either keep their price just under the Channel price for PCs and get that extra 10 to 30% profit in their pocket that CPQ can't take, or CUT the price and their competitors throats.
looks good either way for DELL. I prefer keeping most of the products and keeping price pressure on the competitors so DELL can steal market share. When you have the price and DISTRIBUTION advantage, you OWN the market.
Just ask WALLMART.
Craig.. (not the bone-head at Kaufman) Lieberman
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