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Technology Stocks : Dell Technologies Inc.

DELL 127.22

+3.8%

3:59 PM EST

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To: Mohan Marette who wrote (68864)	10/2/1998 3:53:00 PM
From: JRI	Read Replies (1) of 176387

Mohan- I don't believe that the "a little bit pregnent" model of J-I-T, B-T-O that HP (and others) have decided to implement will have any sort of serious impact on Dell's bottom line. The real efficiencies (and effectiveness) of the model can ONLY be realized with full implementation....Something that Dell's primary competitors are unwilling/unable to do.....HP (and others) are still bearing the cost of (expensive) channel model and undercutting their own channel support with direct sales...This will not produce better results for HP....(Although their decision to give up market share for maintainence of gross margins should turn PC sales more profitable for them...Of course, this plays right into Dell's hand; Dell will gladly take their share..... Also, concerning HP's new "direct" turn: talk is cheap. Even with this (really) minor change, HP needs not only to execute, but execute well......I would love to be the Dell's sales rep (talking to the customer) competing against this new HP strategy....who is cowtailing to whom? (Doesnt HP remind you a little of Japan, and its reform attempts (until now)...OK, to be fair, it looks like HP has been a little bolder...) Kudos to Platt for his honesty, though....I loved the line about how some of his corporate customers DEMAND that they (HP) have a direct relationship (or else)...HP has some great products and services...they will recover (one day)...but, I dont understand why they don't just get out of (selling most lines of) PC's.....Why do they want to be in a business they can't win and/or be a no.1 (or no.2 for that matter?)

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