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

To: rudedog who wrote (142602)	9/23/1999 10:14:00 AM
From: D.J.Smyth	Respond to of 176387

so which proverbial hair to the selles have up their butt today? Michael says a "robust" second half and they sell.

To: rudedog who wrote (142602)	9/23/1999 10:16:00 AM
From: TigerPaw	Respond to of 176387

If DELL wants to create price pressure, they don't have the diversification It's a difference in tactics. Dell enters a new market only after it is developed and it can use it's manufacturing expertise to gain an advantage. They don't enter a new line until the capacity, both in factory space and personel is available. They diversify one slice at a time and do so with a big impact. Compaq aquires, takes on many new things, and then drops many. That's an expensive way to do business and it requires some high volume winning areas to support it. Dells' practice of taking slice after slice of the winning areas stunts Compaq's ability to find the next hot product and they are left with the ones that are profitable, but not big enough to attract direct competition. It's a recipe for the long term starvation of Compaq unless and until they change tactics. TP