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Technology Stocks : Dell Technologies Inc.
DELL 122.46-8.5%Nov 17 3:59 PM EST

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To: rudedog who wrote (81235)11/18/1998 11:37:00 PM
From: Chuzzlewit  Read Replies (1) of 176387
 
Very nice Rudy. (I'm being sarcastic!) Remember, these guys are distributors, and have warehouses and shipping bays and trucks and all sorts of overhead aimed at distributing computers. That means they are geared to physically handling merchandise. Now explain to me why these guys don't become white box makers. They can still sell leases and use their various contacts. That's what I'd do if I were them. Why? because if you become a sales rep for a company that intends to sell direct you are participating in your own murder, and I think they are smart enough to see that.

The advantage they had with Compaq was a nationally recognized brand. The advantage they have with Compaq's plan is an illusion.

TTFN,
CTC
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