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

To: Boplicity who wrote (31360)	2/27/1998 4:17:00 PM
From: Venkie	Read Replies (2) \| Respond to of 176387

<gg> breath Can you believe it.. How did I ever buy Cpq and Tie my money ...Its headed to the same tier as Muei..<gg> Cpq longs will hammer me for that<gg>

To: Boplicity who wrote (31360)	2/27/1998 4:17:00 PM
From: Craig Lieberman	Read Replies (2) \| Respond to of 176387

Dell has a better model of distribution than its competitors. The competitors are trying to ADD Dells distribution style to their already overburdened infrastructure of channel re-sellers. If you want to understand why Dell has done so well look at some of the other winners that changed the way that people get products. Wallmart dismantled the local department store paradigm in the 70s and 80s. Check out how their stock did during that period. Wallmart didn't produce anything to start with either. they just provided a more efficient manner of product distribution. QVC did the same thing in the 90s with home shopping channel. 2Billion+ market stolen from somebodys bottom line. Paul Zane Pilser(? spelling), a nobel nominee in Economics a few years back, has some books on this subject - Economic Alchemy is a good one to start with, Unlimited Wealth is even better. remember the traditional breakdown for marketing for every dollar we pay for a product, some wholesale purchaser bought it for 40 cents. The other 60 cents is markup that only gets the product from manufacturer to consumer. Typical breakdown is 30% wholesale operations and profit, 30% retail operations and profit. Walmart attacked the 30% retail profit with their wholesale buying clubs. DELL goes after the whole 60 cents taking part as additional profit, and discounting the rest to consumers to cut its competition off at the knees. Better distribution is the key to the big gains in the next 10 years. Count on it... Craig.