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


To: Chuzzlewit who wrote (146768)11/8/1999 4:47:00 PM
From: kemble s. matter  Read Replies (1) | Respond to of 176387
 
Paul,
Hi!!
RE: Once we are past the (presumably) very short-term inventory effect Dell's superior business model will win out over its competition even if DRAM prices remain high, because Dell's assembly, distribution and inventory holding costs are lower than its competitors.

Gosh you're good!! Glad to have you back..well said once again...

Best, Kemble