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To: Dulane U. Ponder who wrote (22168)	3/17/1998 12:54:00 AM
From: John Chen	Respond to of 97611

Dulane,re:"Dell". I think DELL's success has more to do with WHOM it is selling to, than the 'manufacturing advantage' (maybe part of it). DELL probably has accounts that 'money/price' is not the topmost consideration for purchase. I'm implying the entities that get free money(like taxing authorities, ie: all sort of governments). That's probably the momentumn that put DELL onto orbit, unless those accounts have change of heart. Of course, DELL would want the competition to think somewhere else.

To: Dulane U. Ponder who wrote (22168)	3/17/1998 7:53:00 AM
From: Jason W. France	Respond to of 97611

Dulane, the product offering (high end, low end, etc) in the consumer mkt is not nearly as important as the method of purchase, distribution and support. I would suggest that if you want to see the future of book purchasing go to amazon.com. to see the future of consumer PC purchase and support go to dell.com also "scrambling" and "limited future" are two words I have never heard in decription of Dells' business. I think they are currently the #1 (or maybe #2) supplier of desktop PCs to busines, and the #2, or #3 or maybe #4 supplier of servers and workstations to corp america (also growing 3-5x CPQ). I would suggest they have a "fingerhold" in the "starship enterprise" and it appears to get stronger each and every day! JOTO (just one troublemakers opinion) Jason