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To: Sarmad Y. Hermiz who wrote (6792)9/10/2003 9:07:50 AM
From: Sam Citron  Respond to of 13403
 
OT [Dell] just assemble[s] parts the same way you or I could in the garage.

That's like saying Walmart just sells merchandise the same way you or I could in the garage. <g>

You don't get to be number 1 in an industry like that without a competitive advantage.

Do you feel that WDC has a competitive advantage? If so, is it sustainable?