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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: SecularBull who wrote (39119)	4/27/1998 11:05:00 AM
From: rudedog	Read Replies (2) of 176387

LoD - Peter is not too far off - Dell has 2 people on site at MSFT, CPQ/DEC has 300, HWP more than 50. Dell does innovate in mfg process, serviceability, and chassis design but they do not contribute technically to either MSFT or INTC in a significant way, in comparison to the other two. It's just not their model - ROI for that innovation is just not worth the investment. Dell is plenty good enough without claiming that they are strong in areas where they have chosen not to play.

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