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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

3:59 PM EST

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To: Eddie Kim who wrote (56860)	8/6/1998 11:57:00 PM
From: Meathead	Read Replies (1) of 176387

You should have invested that $1650 in Dell stock. Eddie, what's your point? Are you suggesting that there is no way Dell can offer a machine with a similar feature set at a comparable price? Maybe the practice of using middlemen and holding excess inventory allows Compaq to build a superior product with a much lower cost structure? Spend some time and re-analyze the Dell vs. Compaq operating model, associated cost structures, target customers and growth opportunities. Dell has not achieved 50% yr/yr growth by catering to the whims of the Eddie Kims of the world. The gap between business hardware/relationship requirements and the singular retail loyalty free once-every-four-years consumer box replacement cycle is still very wide in many, many subtle ways that the average Joe just can't comprehend, today, tomorrow or ever. Compaq will sell zillions of computers yet their profits will be continually compromised and their stock will be a lousy investment for a long, long, long, long time. Be smart. Understand why Compaq and Dell don't play in all the same spaces.... and buy Dell stock if you'd like some profits to pay for that Compaq PC many times over. MEATHEAD

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