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Technology Stocks : Dell Technologies Inc.

DELL 119.41

-2.7%

Nov 19 3:59 PM EST

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To: The Phoenix who wrote (66462)	9/21/1998 1:45:00 PM
From: mrknowitall	Read Replies (1) of 176387

Gary - Just some thoughts: "- Competitors are aggressively attempting to emulate the DELL model, they are smart - they will succeed." It think there are small competitors who will attempt to emulate Dell, but their ability to reach the critical mass to achieve the economies of scale is in question. As for the "big" competitors, I see them reaching into their own niches instead of trying to take Dell head-on. "- PC market is not growing fast enough to maintain DELL's growth." I think you might be discounting the replacement effect - which means there is a wave that builds behind each generation of machine as the oldest machines have to be replaced. "PC market will decline due to new in-home internet appliances." Here I think you have a point - but that implies Dell will not participate. I don't know if they will, but they are equipped to do things quickly and in volume. "Margins will errode as competitors get the model down and the PC becomes more commodity focused.". I think this is a fundamental part of the Dell model itself - see above re: competitors, and internet appliances. In short, I think they would do well building toasters or power tools. Good thoughts, Gary - nice to get back to discussing investing and technology as opposed to politics and well, you know. Mr. K.

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