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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Road Walker who wrote (167853)	7/13/2002 12:08:57 AM
From: Bill Jackson	Read Replies (1) \| Respond to of 186894

John, dell came to the direct market with no encumbrances from dealers and distributors. All the others had this extra set of 2 levels of intermediation that they felt loyalty to. In the end those intermediaries made them unable to compete with the Dell model. Dell model is easy to copy, but HP/IBM/CPQ/GTW etc are not copying it. They feel they know better. There are in fact a number of white box people who have copied the dell model and are doing well with it, albeit smaller than dell, and so they do not get the same prices as dell for CPU, OS and parts, due to volume. The new combined HP/CPQ has to bit the bullet and get rid of their intermediaries completely, or see continued losses to dell. How stupid can Compaq be over all these years to be dragged down by stupidity. I could say the same for IBM/HP/GTW Are they afraid to throw away the declining money they get from these intermediaries? Well, they had better, because Dell will take them anyway Bill