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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: edamo who wrote (133959)	6/22/1999 10:57:00 PM
From: arthur pritchard	Read Replies (1) \| Respond to of 176387

edamo, this is garrett. PLEASE see my edited PS to you in my message and A PM I sent. Arthur would never have been so simple in his responses. Thought it was DEMING for bto. GW PLANNER

To: edamo who wrote (133959)	6/22/1999 11:05:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

Re: most bto models have r+d, so down stream supply provides product to specification. Dell has sizeable R&D. Also, Dell requires a large portion of their vendors to build to specific specifications. They will also force suppliers to re-tool and re-spec if necessary to keep Dell's business. You claim Dell is totally dependent on suppliers. The opposite is true in every case but two... Intel and Microsoft. All other suppliers are dependent on integrators like Dell for business and must compete heavily. Dell's scale puts them largely in the driver's seat. Re: so you sign a $16b parts/r+d contract with the "enemy"....how do you bite the hand that feeds you??? Who's hand is feeding who?? Think about it!<g> MEATHEAD