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Technology Stocks : Dell Technologies Inc.

DELL 117.44

-1.6%

Nov 20 3:59 PM EST

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To: rudedog who wrote (51412)	7/15/1998 11:07:00 AM
From: Lee	Read Replies (1) of 176387

Hi Rudy,..Re:<<Sevice vs Consulting>> Re: The big bucks are in planning and design services where DEC is absolutely the NT leader. This corresponds to what some of us term the consulting business? This is also the area where I was concerned that Dell would be disadvantaged because of the CPQ/DEC merger. Although I understand that MD has a plan going forward, from what I've read, the plan is mostly concerned with the service type business that you say is less than 25% of the overall business. Going forward, where do you see Dell's activities given that the enterprise business is the growth area and also that IBM, CPQ and HWP have in-house, so to speak, consultants? The contracts with Wang and others seem to be strictly for service based activity. Could Dell diversify laterally, as in bandwidth semis for example, and become a supplier of preference for all Level 1 type systems? This would be a divergence from the others and allow for expansion of Dell's major manufacturing capabilities. A further advantage might be the avoidance of sticky performance issues where highly technical consulting personnel are involved. Maybe they want to buy somebody like BRCM? Just curious Lee

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