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Technology Stocks : Dell Technologies Inc.
DELL 127.22+3.8%Nov 24 3:59 PM EST

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To: The Phoenix who wrote (60504)8/24/1998 1:00:00 PM
From: SecularBull  Read Replies (1) of 176387
 
Gary, the barrier to entry REAL and is two-fold:

1) DELL's current competitors, with the exception of Gateway, are simply not serious about adopting the direct model in a manner which would allow them to compete with DELL's efficiencies, and promote re-growth of their market share.

2) No start-up can put the manufacturing and support structures in place, and seize enough market share to outpace DELL at this point. Trends clearly indicate that the top-tier manufacturers, as a group, are the only ones growing market share, and that this is likely to continue as time moves forward.

If you disagree, please explain why.

Thanks.

LoD
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