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Technology Stocks : Dell Technologies Inc.
DELL 120.30+0.5%2:04 PM EST

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To: D. Swiss who wrote (82421)11/26/1998 1:47:00 PM
From: Chuzzlewit  Read Replies (2) of 176387
 
Drew, you are right, especially in view of Dell Japan's decision to sell all kinds of hardware and software via the internet. I believe that this is Dell's answer to the question some of us posed previously: how does Dell leverage its position to continue to deliver hypergrowth? I made the mistake of thinking of Dell as a JIT assembler and distributor. I ignored the fact that for years Dell has teamed with Sony to drop-ship monitors to customers (without ever taking physical delivery of the monitor). I think that what is happening in Japan is a roll-out of the new Dell. It can leverage its position as a preeminent technology supplier.

Have a great Thanksgiving, all.

TTFN,
CTC
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