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

To: Meathead who wrote (21320)	11/12/1997 11:26:00 PM
From: Paul Merriwether	Read Replies (1) \| Respond to of 176387

<<Paul - what part of Dell's model needs changing and why? You smart guys are always saying Dell is doomed but don't give any specifics. I bet you work at a very high level in the PC industry and are super duper smart! Teach us oh wise one! Wow pair-o-dime shift, sounds really technical! I'm all ears.>> Dear Mr MEATHEAD There really is no need for sarcasm etc. I happen to be employed as an engineer, am well paid but am not associated with "pc industry". I design high performance ASICs and have worked for consumer electronics and a super computer companies(which shall remain nameless). I have very little respect for Dell and its ilk, since I see them as no/lowtech boxmakers. As far as the specifics of "Dell model" is concerned, all I can say is that Dell needs to be more opportunistic and enter the sub-1000 pc market segment. Since they are at the bottom of the food chain(as far as technology goes) they must fight on all fronts. This can only prevent total disaster. CPQ fits the bill, since they are adopting the "inventory control" of DELL(which is not all that hard to copy) and also are hungry for market share. Lastly, may I remind you that I am RIGHT and you are WRONG. I posted on this thread for the first time when you guys were all patting each other on the back (dell @ 92)on the day of the "rebound" and I had shorted(@89). Since then the DELL stock has lost 25% of its value. If my capital weren't tied up in some super companies, I'd short DELL s'more. o'er and out!