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

To: Jim Patterson who wrote (36169)	3/31/1998 11:26:00 AM
From: ratan lal	Read Replies (2) \| Respond to of 176388

JP I have not read the HBR, but did they mention that they resell to anyone getting Govt. business. And that they give lousy deliveries and always incorrectly configured. I have heard that from at least 2 dealers that sell to govt. ratan

To: Jim Patterson who wrote (36169)	3/31/1998 11:32:00 AM
From: Paul van Wijk	Read Replies (1) \| Respond to of 176388

Jim, You really did a great job by explaining the Harvard-article as negative for Dell. If it makes sense with what you came up with, well .......no further comment. But from now on I consider the Fink-guy a genius bear. Paul

To: Jim Patterson who wrote (36169)	3/31/1998 11:40:00 AM
From: SecularBull	Read Replies (2) \| Respond to of 176388

Jim P., if DELL's "small channel" makes money, then so be it. I think that "channel" is non-static and very small. If you've used www.dell.com, you'd see how they steer customers towards certain components. But I don't think that it's just an inventory issue. Most of the time, they're picking up sale items from suppliers (in small and non-static quantities) and pushing them. Is this all you got out of the HBR article?????

To: Jim Patterson who wrote (36169)	3/31/1998 12:05:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176388

Jim, having some presence in the channel, managing the stock price as well as the business and influencing customers buying decisions are incredibly smart ways to run your business. The alternative is to not care about the stock, lose incremental channel sales and let customers go somewhere else if you don't have exactly what they think they might want rather than sell your product. Mikey says they "stear" customers towards products that they have on hand. I read that: we talk customers into buying what we have inventory of You should realize by now Dell is not selling customers systems they have in inventory. They steer customers to systems and configurations that they sell, period. If a customer wants an 8 way server which Dell does not sell, Dell will show them how to achieve the same performance with clustering 2way or 4way systems for less money. These types of tactics help create competetive advantages for Dell. MEATHEAD