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To: Craig Lieberman who wrote (31368)2/27/1998 4:29:00 PM
From: Boplicity  Read Replies (1) | Respond to of 176387
 
Craig, Thanks very good post I'm sending it off to a buddy of mine we will talk about for months. Thanks again.

The shift has been identified, now the questions is, are there any other companies that can operate as DELL can? It has to be a consumer company, or a new way of doing, presenting, or supplying, an product or service, that every retail investor can identify with, meaning having mindshare. Valuation is no concern in the beginning. <ggg>

Greg



To: Craig Lieberman who wrote (31368)2/27/1998 5:34:00 PM
From: Chuzzlewit  Respond to of 176387
 
Craig, that was a wonderful synopsis of the trend to channel simplification. My hat is off to you!

Regards,

Paul