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

To: Mark Sanders who wrote (36608)	4/3/1998 9:02:00 PM
From: D. Swiss	Read Replies (1) \| Respond to of 176387

Mark, the next time Dell will be in the 50's is after the next split. Watch and learn like your bearish brethren before you. :o) Drew

To: Mark Sanders who wrote (36608)	4/4/1998 2:14:00 PM
From: Mazman	Read Replies (1) \| Respond to of 176387

Mark, << it is only a matter of months before CPQ and others will perfect DELLs make-to-order method>> LOL! You're hallucinating if you think Dell's BTO process is so easy to imitate, yet alone perfect. Read the recent Harvard Business Review article. Dell is years ahead of its competition. Mazman

To: Mark Sanders who wrote (36608)	4/5/1998 9:06:00 PM
From: K. M. Strickler	Read Replies (1) \| Respond to of 176387

MS, I don't see how any company with another level of middlemen can outperform DELL. CPQ's 'MTO' (LOL) has potential, but it has the delivery channel (store) assembling the unit. When you pay for that added expense of overhead, and a lot more people involved, (like an assembly group in each store or area) I see the 'gains' at CPQ being 'lost plus' in the channel. CPQ might look better, but the 'stock' is still older by the time that it is delivered to the end user! I don't see how this can be overcome! Can you enlighten please? Regards, Ken