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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 3:07:00 PM
From: Craig Lieberman	Read Replies (1) of 176387

Gary, so I'll miss this ride. Consider getting a book by Paul Zane Pilser (sp?). The Economics of Alchemy. A Nobel prize nominee in Economics a few years back. He teaches the philosophy that better distribution systems and riding technology curves are the key to the new paradigms and growth in the late 20th and early 21st century. I have gone on about this in previous posts which I can dig up for you if you like. The value add at DELL is the more efficient distribution network AND the relationships that DELL has formed with strategic partners. Up and coming companies trying to emulate the DELL model either have to eject their current models, or starting from scratch, build those relationships. Both are tough to do. Swiss watch makers had trouble when the paradigm switch to digital watches came around. Wallmart decimated the local 5 and dime and mom and pop stores. CPQ, IBM and HP are NOT rejecting the channel distribution system so this hobbles them. Gateway hasn't figured out the corporate end yet and seems to be moving away from it rather than towards it. If you don't invest in DELL, what would you invest in? Where is the compelling stock that grabs your attention? I don't mean any disrespect. I agree you should stick to your guns and only invest in companies that have the compelling story based on your investment style. My style seems to differ from yours so good luck to you. Lets catch up in a few years. IMHO, Craig

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