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

To: Paul Reuben who wrote (34314)	3/13/1998 5:12:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Fascinating view of the computer market. Here's my favorite paragraph: "That means computer makers must adjust costs now or wither. The No.1 cost-efficiency mantra is death to inventory: by letting resellers assemble computers as orders come in from customers, PC makers can limit the amount of inventory in stock and get it sold faster, before prices fall. Yet while Compaq and IBM intend to use such tactics, they'll still be far behind direct-sales juggernaut Dell Computer Corp. The build-to-order king, whose costs are roughly nine percentage points less than rivals, continues to roll along. Michael Kwatinetz of DMG Technology Group expects Dell to post a 50% jump in profits, to $294 million, on a 49% rise in sales this quarter." Italics added for emphasis. Regards, Paul