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Technology Stocks : Dell Technologies Inc.
DELL 129.03-3.1%10:35 AM EST
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To: BGR who wrote (111921)3/25/1999 1:07:00 AM
From: Michael Bakunin  Read Replies (1) of 176387
 
Bukun,

Gary beat me to all the good points. I will add only a little:

I believe that Dell's great, so far uncopied advantage has been its skill at locking in customers to the 'direct model' after the sale. Dell does not have to be cheapest: they have to be 'good enough', and purchasing will continue through inertia.

Thus, my worry about emachines: they're so much cheaper, even those suffused with corporate inertia have to look.

Second, while I don't expect analloyed success, Sun is working very hard to replace the PC with very thin clients and highly scalable servers. As Dell is wedded to Microsquash, such a scenario puts them out of business (unless you love CE/NT).

Third, I still don't understand how broadband begets big sales for PCs. Have you a sketch of this for me?

Thanks,

mb
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