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Technology Stocks : Dell Technologies Inc.

DELL 132.08

-0.8%

Dec 1 3:59 PM EST

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To: Eggolas Moria who wrote (117016)	4/13/1999 1:29:00 PM
From: stockman_scott	Read Replies (1) of 176387

<<Not going direct in Asia says a little about how IBM views the region's economics, distribution and channel. >> It is interesting that DELL is thriving by going DIRECT in Asia...IBM is too tired to figure out how to do it right. IMHO, IBM needs to continue to evolve their business model -- they CAN NOT compete head to head with DELL (and make a profit)...they have proven this over and over again. Best Regards, Scott

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