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Strategies & Market Trends : DELL COMPUTER--INCREDIBLY OVERVALUED STOCK -- Ignore unavailable to you. Want to Upgrade?


To: Stephen M. DeMoss who wrote (93)3/29/1998 8:52:00 PM
From: Jonathan Quick  Read Replies (1) | Respond to of 96
 
Steve,

I'm sure I'm preaching to the choir here, but I just thought I'd add that the only thing propping up Dell is the direct model. You can think of the direct model as Dell's competitive advantage over firms hamstrung by channel inefficiencies.

Dell's advantage is not sustainable. The direct model can be duplicated.

Jonathan