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Technology Stocks : Dell Technologies Inc.

DELL 130.32

-2.1%

12:40 PM EST

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To: Jim Patterson who wrote (53400)	7/23/1998 12:43:00 PM
From: SecularBull	Read Replies (1) of 176387

Jim, I would argue that DELL's higher-end (the most profitable) markets are ones in which DELL is not selling commodity products. I think inherent in your argument is that the PC cannot be improved upon, or if it can, the improvement does not happen quickly enough to prevent all manufacturers from delivering the same product to the same customer at the same time. The truth is that only the lowest end of the PC business could even come close to meeting this criteria, and would therefore may be able to be classified as a commodity product. The rest of the PC business, and the enterprise businesses are far from fitting into this criteria. Change happens too quickly, and the indirect manufacturers are unable to deliver the same volume of top-of-the-line capacity that DELL is able to deliver right away. Your thoughts? LoD

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