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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 3:59 PM EST

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To: TREND1 who wrote (118737)	4/19/1999 1:05:00 PM
From: Chuzzlewit	Read Replies (3) of 176387

Larry, PCs and notebooks are commodity items right now. And that's why Dell is a great investment. Look at the facts: 1. Dell's spending on R&D is very low. That's because it rides the backs of the real tech companies like INTC, SEG and IBM. 2. Dell's flexibility and distribution systems are unsurpassed. That means minimal inventory overhang, and that's a major reason why it has such a high ROIC. 3. Dell's financial model is tops -- a negative CCC means that the company can expand using OPM. The reason that the commodity angle is a plus is that demand is large. Who wants proprietary hardware these day? Do you really want a system that does not adhere to industry standards? Michelle Harris had a flash of shear brilliance on the commodity issue. It is a point that needs to be hammered home. A very efficient producer of a commodity is a winner! TTFN, CTC

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