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Technology Stocks : Dell Technologies Inc.

DELL 117.42

-1.7%

3:59 PM EST

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To: Ibexx who wrote (59245)	8/18/1998 7:36:00 PM
From: Tom Ardnij	Read Replies (1) of 176387

Ibexx, One major strategic difference is of course, the direct order model. With component parts dropping so rapidly in cost Dell has a resultant strategic advantage because it doesn't maintain a depreciating finished goods inventory. Everything is build to order. The build to order model strategy fits perfectly with the ongoing buildout of the internet. Today's announcement included a comment on a $6 million dollar a day pace of internet sales, all build to order. Up until two years ago, I resisted a long term investment in any box manufacturer as I saw them as distributers of the Wintel technology controlled completely by Intel and Microsoft. Two years ago, I concluded that Dell truly had a strategic differenciating advantage. Tom PS: I share your long term positions in the other technology leaders, Cisco, Msft, Sap, but also Dell.

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