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Technology Stocks : Dell Technologies Inc.

DELL 133.74

-0.1%

3:59 PM EST

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To: WeisbrichA who wrote (101898)	2/17/1999 2:06:00 PM
From: Chuzzlewit	Read Replies (2) of 176387

Rich, would you care to expand on this thought? Application of an Internet Direct Sale Model can, IMO, become a core competency in itself. Last summer several of us were hypothesizing where Dell might go in the future. Clearly, hypergrowth cannot be maintained indefinitely when you have substantial market share (as does Dell) and the total market is expected to increase at 15 - 17% rate for the future. As I see it, the core competencies that Dell has consist not only of sales and distribution, but assembly and superb inventory management. Michelle, in an absolute flash of genius (I'm serious Michelle -- that was a brilliant insight) noted that Dell would do especially well in dealing with goods that were commodities. So, I'm wondering if you or any other members of the thread have thoughts along these lines. TTFN, CTC

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