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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: edamo who wrote (113193)	3/29/1999 1:34:00 PM
From: Eggolas Moria	Read Replies (1) of 176387

<<if hyundai failed at its attempt to take the american market away, than how can a diminutive tri gems succeed...>> I didn't say they were going to take the American market away. I am an incrementalist by nature. What they are doing is targeting a segment of immense growth potential with a different way of doing business. It's not as revolutionary as MD's direct model, but with a 4% return rate and huge inventory turns are retail level, it certainly bears watching as a means of distribution for individuals, small and medium businesses. <<but an offshore entity...other than japanese....has never achieved usa market finished goods prominence in the technology arena...>> Prominence is a difficult word since it connotes different things to different people. Currently number 6 in the US desktop PC market (according to their web site) and possibly already climbing above that ranking leads me to believe that the first stage of the invasion has proceeded well ahead of internal expectations. <<the korean market philosophy is to enter solely on price...crash and burn for the most part in a few years...when not even low price can justify poor quality....>> Let's not set up straw men. Although the article someone posted about the $399 machine didn't like eMachine quality, the Windows article from March 1998 which reviews the Celeron offering clearly does. Is there a lesson in that? <<if you are a believer in the korean superiority...>> Here is the fallacy of the straw man argument. Nowhere did I say anything about "Korean superiority." You decided to say what the Korean strategy is, paint eMachines with it and then knock it down. I'm sorry, I like discussing issues on this board and business issues in particular, but I don't like having my statements mischaracterized. I don't mind being corrected or even told that my argument is a POS, as long as the other person has the substance of it correct. I've been on the Internet long enough to know that mischaracterization happens. But, I was hoping for a higher-quality level of discussion here. By the way, where does eMachines assemble their product?

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