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

To: Chuzzlewit who wrote (21400)	11/13/1997 11:43:00 AM
From: D. Swiss	Respond to of 176387

Anybody have any feedback on the Greenspan testimony? Drew

To: Chuzzlewit who wrote (21400)	11/13/1997 11:52:00 AM
From: Paul Merriwether	Read Replies (2) \| Respond to of 176387

<<Dell has constructed a manufacturing/assembly system that has become the standard in the industry. It is the paradigm! Now, other companies such as CPQ and AAPL want to emulate that approach. Still others, like GTW, find that they don't know how to make the plan work (GTW had major inventory problems). The jury is out with respect to CPQ, because we have insufficient evidence of how well it has executed the plan. So to breezily dismiss the model by saying that a host of other companies know how to do it is specious. >> All I am saying is that there is a lot of money to be made, selling PC's and there are no technological or patent barriers to Dell's way of doing things. GTW may not have been able to handle it(and it certainly is punished for it). I have no disagreement with you since you say "Perhaps you think that Dell's advantage is temporary. That may or may not be true, but let's wait until we have some real data.". But I do want to add that if you wait and see if Darwin reasserts itself in the PC industry, you would have waited too long. Dell is a great company if it were trading at a PE multiple of 10. One could even consider it a "good buy" or "accumulate" etc. I don't know where the price willbe tomorrow. The market is (sometimes) irrational and that caused it to go up to 100.