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

To: Mr. Miller who wrote (31013)	2/25/1998 12:20:00 AM
From: K. M. Strickler	Read Replies (2) \| Respond to of 176387

MM, I went back and charted DELL and GTW since GTW went public, or for 50 months. What I can't explain is that both companies build basically the same boxes, but the performance of the two companies is truly different. Part of the difference could be due to the penetration of DELL over GTW, especially in the corporate market! I didn't know of the change in management, but the addition of the AT&T personal may NOT help GTW! I would have to know why they left AT&T! AT&T has not shown much ability to penetrate the market as they thought they would do! AT&T just paid a ton to 'unload' somebody there! I hope that this isn't the same person! GTW may well the the 'next' choice for 'rapid' growth as demonstrated by charting a shorted period of time! If that is so, GTW is certainly a great LONG. I will be watching GTW carefully to see if it would make an attractive addition to my portfolio! Thoughts? Ken

To: Mr. Miller who wrote (31013)	2/25/1998 12:44:00 AM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Mr. Miller, I am currently using a Gateway and couldn't be happier with the machine. I would have preferred to use a Dell, but they couldn't fill my requirements (SCSI CD-ROM but an EIDE hard drive). I found that very odd. I've also ordered and used Dell machines and find them comparable to Gateway. The point is that it's not the technology of the machines that sets these companies apart. It's the technology of the assembly process and inventory management that are two major big discriminators. Another is Dell's marketing. I've seen nothing in GTW's financials to show that it is addressing these two key issues which are the cornerstone's of Dell's success. The other point is that Gateway doesn't seem to have the focus that Dell has. Two recent developments illustrate this: 1. I understand that Gateway will begin using traditional retail channels; 2. Gateway bought Amiga. I'm not criticizing these decision, just using them to point out a key difference between the companies. Regards, Paul