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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: Chuzzlewit who wrote (66657)9/22/1998 1:52:00 PM
From: stockman_scott  Read Replies (2) of 176387
 
CHUZZ: Thanks for the great analysis of the direct model and I agree that it is very difficult to duplicate it.

Here are a few quotes from the latest Lehman Brothers report on DELL (dated 9/11/98):

-"And while the indirect vendors have made progress to reduce inventory levels in an effort to increase competitiveness against the direct model, DELL's relative advantage remains wide. For example, in the best case scenario, indirect PC vendors will reduce channel inventory levels to 2-3 weeks and reduce inventory levels on their books to 2 weeks creating a total of 4-5 weeks of inventory in the combined pipeline. In contrast, DELL maintains inventory levels of 1 week yielding a 4-5 fold advantage over the indirect model."

-"We believe DELL's share gains have recently accelerated as a result of indirect PC vendors inability to meet demand."

-"The current environment characterized by rapidly falling component costs continues to disproportionately favor the company's direct business model."

-"DELL remains the strongest positioned PC stock."

-"DELL remains our favorite PC stock."
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Hmmmmm.....some of the analysts realize that DELL IS THE NEXT DELL !!

-Scott

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