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

To: W.B. Michaels who wrote (134122)	6/23/1999 2:56:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

wbm - Why do you think that is irrelevant? If DELL can not find a way to provide comprehensive integrated solutions, they will remain a marginal player in enterprise accounts. They need the enterprise segment to maintain margins and ASP. What could be more relevant? You're right, of course, that is not DELL's primary business. See my reply to Mohan, I'm not sure how DELL should solve that problem within the constraints of their business model. Glad you're buying big. Don't take my comments to mean I am down on DELL - it's still my largest holding.