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Technology Stocks : Dell Technologies Inc.

DELL 146.68

-1.7%

Nov 7 9:30 AM EST

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To: Jock Hutchinson who wrote (106917)	3/4/1999 10:23:00 AM
From: JRI	Read Replies (2) of 176387

Jock....Dell truly has created a (second) model that is often-overlooked...The leveraging of supplier agreements to not only gain access to cutting-edge technology, but to also eliminate the downside risk of (poor or non) development (wasted $$$).... The B-T-O model gets all the attention, but Dell's skill here too is astounding... Effectively, Dell outsources technology development like no other technology company I know...I am not a tech guru, but Dell makes a powerful argument that you can be (enormously) successful producing profitable technology products without needing to massively spend on R&D.......and that, this may, indeed, be a better strategy (from an ROI, stock price perspective) than doing it yourself.... This point may be debatable, but the fact that is subject for conversation at all is a testament to Dell's genius.....Who would have thought that "Dell" (in all its glory) was possible? Complements to you (in not thinking about the facts as they are, and not arguing solely from a bull/bear perspective)..We need that here...

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