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Technology Stocks : Dell Technologies Inc.

DELL 114.20

-6.4%

12:21 PM EST

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To: JRI who wrote (47884)	6/16/1998 6:20:00 PM
From: Chuzzlewit	Read Replies (1) of 176388

John, that's exactly the point I was trying to make, and the point Michael Dell hit on in the interview! And that creates a tremendous opportunity for Dell, because the service market knows Dell is a highly focused business and will not trespass on its turf. It's the same schizophrenic attitude that they seem to have towards the channel members. Consider: they say they will maintain a web presence so customers can buy direct if they choose, so is it any wonder that at least one reseller, Ingram, will become a competitor? And why not? Why should they sit idly by and watch Compaq take business away from them? You can't have it both ways, and that's what Compaq has been trying to do. I suspect that they are trying to hedge their bets, but in so doing they are caught between two opposing forces. TTFN, CTC

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