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Strategies & Market Trends : Buffettology

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To: James Clarke who wrote (356)	9/25/1998 1:05:00 AM
From: peter michaelson	Read Replies (1) of 4691

One aspect not mentioned is that Dell's computer's are pretty expensive now. When they began they were the among the cheapest and offered custom configurations delivered very quickly, excellent service and support. Seems to me the custom configurations are limited now as they will only supply a very limited number of manufacturers' parts (I think it was more open in the past). Most important, compare their 400MHz machines with any local vendors. They're a good $300 or 15% more expensive. And remember, the computer is as good as the parts in it (which Dell does not make, patent or design) and the service backing it up. Not my kind of company - they're more like the IBM of the 1980's - people buy their product because it's perceived as risk free - but you pay lots for that. They're no less expensive than an HP, IBM Compaq machine anymore. Some of the above phrases may sound as if they're factual, but it's only that I think they're factual!! peter

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