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

To: Sig who wrote (172242)	1/23/2003 10:56:41 AM
From: kemble s. matter	Respond to of 176387

Sig, Hi!! RE: biz.yahoo.com <Japan's major PC makers, such as NEC Corp (Tokyo:6701.T - News), Fujitsu Ltd (Tokyo:6702.T - News) and Sony Corp (Tokyo:6758.T - News), saw their shipments to the Japanese market fall during the April-September first half of this business year. That contrasted with Dell Computer Corp (NasdaqNM:DELL - News), which scored a 47.2 percent year-on-year rise in its PC shipments in Japan.> Anyone knows you cant sell those dang computers over the phone/web. Wonder who said that? RE: Wonder who said that? Sig, here is that paragraph or section from the recent USA Today article...The one I felt was as good as any I have ever read...The author is actually taking a stand and challenging the traditional line straddling position that many previous authors have chosen...I know it isn't polite to possible offend the others... :o)...But, let's face it...YOUR'RE RIGHT SIG! "Where have we had this or wonder who said that before?" Sig, it is like beating an old drum here...But,I've got many friends and acquaintances that have and still work for IBM...They have been telling me this forever...I respect their knowledge and honesty...It's not like I'm really smart enough to have this much confidence...It's the friends that I trust that have openly admitted the ummpteen times they're tried to emulate this model...They aren't losers...They are being honest when describing their frustration at becoming as efficient as "The Model"... Dell business model turns to muscle as rivals struggle By Kevin Maney USA TODAY Posted 1/20/2003 2:01 AM URL:http://www.usatoday.com/tech/techinvestor/2003-01-19-dell-cover_x.htm Does a Dell stopper await? Is there anything that might derail Dell over the next decade? The merged H-P and Compaq will certainly try, but analysts say Dell is likely to take market share from H-P, not the other way around. Since 1995, Dell has gained 12.6 points of market share for desktops, laptops and PC servers, according to market researcher IDC — an increase of nearly 400%, to around a 16% share. H-P and Compaq combined have held about a 16% share since 1995. Companies in a groove like Dell are, at least for a while, "practically unassailable by competitors — not because they can't emulate the model, but to do so means practically discarding the business and organizational model they have today," says Paul Wiefels, author of business book The Chasm Companion. "Most companies don't have the stomach for it." IBM insiders talk about moving away from butting heads with Dell. Instead, IBM will focus on selling new technology created in its labs and selling services and solutions instead of standard machines. That's similar to Macy's and Wal-Mart coexisting in a market. Perhaps IBM is wise. "People have tried to duplicate what Dell does, and they can't," says Dell board member Alex Mandl, CEO of Gemplus. "It sounds like a simple model, but getting all this going and perfectly executing it is difficult, if not impossible. Many have tried, all have failed."