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

To: Mike Van Winkle who wrote (140665)	8/26/1999 3:05:00 PM
From: kemble s. matter	Respond to of 176387

Mike, Hi!! RE: Kemble, your post keeps echoing in my mind RE: "It has been said that we are the pricing pressure. Dell is the company that is essentially the one with the most advantaged cost position and we are driving a lot of the pricing pressure seen in the market." A fabulous statement... IMO one I believe Michael should use a great deal more often...Those that follow DELL already know this..but, it surely answers the stupid questions they have had to answer far too frequently..DELL is the problem...Yes, it is high time the average person thinking of investing in the PC business understood this clearly...A great line from Michael. Thanks...Also I sent it to someone else .. :o) Best, Kemble

To: Mike Van Winkle who wrote (140665)	8/27/1999 1:19:00 AM
From: rudedog	Respond to of 176387

Mike - re: "Service revenue growth is dead" see my other post. The services that DELL is offering are completely different than the professional services that IBM and others are building. They don't compete - and everyone offers that kind of service for free in the enterprise space. Service centered companies may not survive the efficiency onslaught. Here again - the service centered companies are selling design, planning and other kinds of service. No one makes money on break-fix and in this space no one charges for the base capability. IBM's service business growth is so steep that they can not hire enough people to fill the need - in fact if they hired EVERY QUALIFIED GRADUATE of technical and engineering schools they could not meet their growth needs. That sure does not sound like an industry in trouble.