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

To: Sig who wrote (148193)	12/1/1999 10:01:00 AM
From: Mike Van Winkle	Respond to of 176387

Sig re: I prefer to look at it this way. Dell does not yet have the people and facilities to keep up with demand. Contracting with SGI provides(the assumed) 100k units for added sales of 150MM and profits of 30mm without adding great numbers of Dell employees. It frees Dell to use their own people to continue expanding production of servers and data storage units with higher margins. Adding sales and earnings in this way is a better option than to do than nothing and still (possibly) watch margins decline. <<<<< Very level headed outlook (IMO). Some on the board keep insisting Dell must hit home runs when they hit the ball, but Dell (as in Gigabuys) seems to go for a base hit, then through a learning process (I'm a process nut) make strategic improvements until they bury the competition. I like Dell's Webpc price target, style, and colors. It is a close follow to the iMac but with the promise of service to the customer and low cost for providing the service to the stock holder. Cheers Mike