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Technology Stocks : Dell Technologies Inc.

DELL 120.60

+1.8%

Jan 9 9:30 AM EST

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To: Jim Patterson who wrote (51324)	7/14/1998 6:21:00 PM
From: Achoo	Read Replies (1) of 176387

<...What I am talking about may be 5 years away. By then, DELL may be the only PC maker that cares about making money on PC's. The other integrated companies, CPQ IBM HWP won't. This is what the whole thing comes back to. DELL need to make money on every box they sell because that is all they sell. IBM CPQ HWP are putting very competitive BTO programs and soon won't care weather they make money on the boxes or not. They are after a much bigger and much more profitable contract for service and support etc...> Jim, I don't understand how IBM CPQ HWP could keep an operation going in which they lose money on pc's but make enough to cover it on services and support. Why wouldn't someone who offers services and support only be able to do so at a cut rate, without having to offset the drag of an unprofitable manufacturing operation? Or perhaps partner with DELL, GTW, or MUEI and offer better total cost of ownership pricing? It seems that having two lean companies partner to offer what each does best is more sustainable than larger companies covering bloat from part of their business with excessive pricing in another. MarkN

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