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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: TREND1 who wrote (125161)	5/16/1999 2:43:00 PM
From: Meathead	Read Replies (1) of 176387

No Larry, it's what the Fortune 500 is buying that counts. Do you understand the the multi-dimensional customer requirements of a business installing thousands of PC's vs. a consumer buying 1 PC? The differences are mind boggling. Do you understand the term "inter-generational platform stability" and how it affects customer loyalty? Were talking about Dell here. Consumer's are an incremental target at this time and there is still a whole lot of corporate accounts for Dell to go after... and CPQ's missteps just made the upside potential that much easier to realize. Larry, please do us all a favor and read Michael Dell's book. Even if your comprehension and retention rate is only about 10%, you'll have half a clue as to why $399 PC's and internet gadgets are not a threat to Dell's highly advantaged business model. MEATHEAD

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