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

To: Geoff Nunn who wrote (21076)	11/10/1997 11:08:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

Geoff - One of my contentions has always been that Dell currently cannot grow their infrastructure fast enough to pursue the high margin opportunities they are presented with now. Targeting the hi volume lo margin would divert precious human and manufacturing resources the wrong direction. What prevents Circuit City and CompUSA from becoming middlemen for Dell is the fact that they ARE the retail channel. Why would anyone buy a Dell PC from CompUSA that they could get cheaper directly from Dell? Could Dell develop a low end system exclusivey for the retail channel and not sell it direct? Hmmmm, maybe... In my mind the direct model and the resource issue is a major constraint, but outside of that, anybody have any thoughts on how this could or could not become a viable strategy? MEATHEAD