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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: Mehrdad Arya who wrote (2548)	8/15/1999 8:24:00 PM
From: steinmetz	Read Replies (1) \| Respond to of 2578

To Mehrad Arya, You are right on the money, Mehrad. Marketing advantage has a small window. My point is, DELL is and has abused it to the hilt. Sooner or later people are going to catch on to these gimmics. What we have experienced is a "Sucker's Rally". The blood bath is coming. DELL does not have the technology. It is a huge assembly operation. They are at the mercy of the suppliers. Just-in-time concepts don't take you very far. It is the strength in fundamentals that stay with you a long time. DELL has been found wanting in tech support, customer service. Of late, I have also found that they seem to be selling refurbished computers as new computers. All of which does not bode well for DELL.