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

To: Lee who wrote (35709)	3/26/1998 3:23:00 PM
From: MichaelW	Respond to of 176387

You've made some good points. If I'm correct, you may remember recently Dell anounced they won't be affected by a price war, sales are still strong. Regards, Mike

To: Lee who wrote (35709)	3/26/1998 3:28:00 PM
From: Chuzzlewit	Respond to of 176387

Right on target on all points! Excellent response. A few additional thoughts: An oversupply of components helps Dell because it doesn't carry inventory! It's interesting that Dell's competitors think they are in a price war, bu Dell hasn't noticed it. What does that mean do you suppose <VBG>. Regards, Paul

To: Lee who wrote (35709)	3/26/1998 3:42:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Dell has no proprietary technology relative to IBM/CPQ/HP - Dell's lack of proprietary technology allows for 7 days inventory turns. Good point, even on this thread people talk about computer technology as a reason for Dell's success when their real innovations are in business analysis, and the ability to build that into a working business model. But also people looking at CPQ need to understand the same thing - the battle is over business strategy, not technology. You're also correct that all of Kaufman's arguments have been stated (with a lot more background support) by the bears on this thread. Once again SI leading the rest of the world by days or weeks...