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Technology Stocks : DELL Bear Thread

DELL 125.67

+2.6%

1:51 PM EST

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To: Bilow who wrote (1654)	8/26/1998 12:15:00 PM
From: WBC	Read Replies (1) of 2578

You have arrived prematurely to your conclusion and are then creating favorable statements and scenarios to support your view. I agree with Dell's philosophy to avoid the low end/low performance market...successful companies know that it is difficult to be highly profitable and "be all things to all people" at the same time. Compaq's channel has demanded the low end products for their shelves so they can compete with clones for the "uninformed" first time user market. The Dell market has not asked for these low end machines. Dell will get them when they upgrade for quality & performance...provided the modem on their "cheapie" still works. Numerous times, upmarket/performance car brands have tried to lever their name in lesser markets with different success. Cadillac has failed miserably going down market with the Cimarron because of poor quality and a low value proposition. M-B & Lexus have successfuly gone down market with a high quality value proposition with their 6 cyl models. IMHO, there is not a high value proposition in the sub 1000 range that won't hurt a company's branded image. Hence Dell stays out !.

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