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Technology Stocks : Dell Technologies Inc.
DELL 122.55+4.4%Nov 21 9:30 AM EST

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To: Eddie Kim who wrote (36679)4/5/1998 8:48:00 PM
From: Chuzzlewit  Read Replies (1) of 176387
 
Eddie, this is a very interesting point that you raise. But your response shows that you haven't grasped the genius of what Dell does. I assembles computers more efficiently than any other company. That's all it does. Everything that it does is aimed toward that end.

So, by avoiding a full service approach it avoids numerous headaches, just as by avoiding the hardware design issue it avoided all kinds of headaches in the past. This issue was raised in the HBR article in the context of hardware, and Michael Dell said something to the the effect of "why be the twenty first horse in a twenty horse race?". I think by extension that argument holds here just as well.

Regards,

Paul
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