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

To: Jim Patterson who wrote (26679)	1/1/1998 11:01:00 PM
From: Venkie	Respond to of 176387

last 1/2 hr.. You know it was a little profit taking from its runup..Dell is ready to rally and you will be left going ...duh Take to some of the Dell bears whohave been around for a while... I'LL MEET YOU TOMORROW.........KEYBOARD TO KEYBOARD

To: Jim Patterson who wrote (26679)	1/2/1998 3:58:00 PM
From: jbn3	Read Replies (2) \| Respond to of 176387

And the learning curve begins anew.... (From page 6 of DELL's "Annual Report 1997") "Despite the efforts of a number of indirect channel competitors to adopt a more direct approach, the strength of our unique relationship-driven business model positions us solidly for future growth. Rather than fundamentally shifting the basics of our business, we are concentrating on further refining and extending the capabilities of our direct business model. In fact, we have many more opportunities for growth than we can possibly pursue at any one time. Our challenge will be to focus on those areas that offer the greatest opportunities for improved service to our customers and the best possible returns for our shareholders." For the linguistically-challenged, that means that DELL chooses to ignore the lower end market, devoting limited resources to focus on giving the best value to customers and shareholders. Which they do quite well. As a comparison, consider Mercedes, BMW, and Lexus: they have neither intention nor desire to enter the sub $10K market. 3.