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

To: JRI who wrote (38163)	4/17/1998 4:08:00 AM
From: Sig	Read Replies (1) \| Respond to of 176387

John: <<<<The new profile for a enterprise computing corporation will make: 5-10% margin on a PC maybe 30% on a server if you are lucky but, 50-75% margin on consulting and service and support>>> Dell has people stationed at various companies ( like over 20 at Boeing) to provide service and support When more complicated matter arise,they have the following support groups or resources to help with the work: biz.yahoo.com biz.yahoo.com There is lots of new hardware for Dell to provide, incorporating the 350 and 400 mhz chips, and especially to develop the new multi -processor servers with automatic redundancy* which would then be more competitive with Unix systems. * Note:This came from a news release, I would not be able to explain how it is being, or will be, accomplished. Sig

To: JRI who wrote (38163)	4/17/1998 10:51:00 AM
From: K. M. Strickler	Read Replies (2) \| Respond to of 176387

jr, Interesting thought! Consider the following then. If DELL had to provide coverage for all aspects of the PC market, couldn't a case be made that one 'institution' should cover all aspects of human care. So the surgeon who performs a delicate internal procedure, would also 'set' the broken bone, 'fill' the decayed tooth, and what ever else is required. It makes sense to me to let the 'professionals' do their speciality. DELLs speciality is building and shipping hardware boxes. Microsoft creates (steals) software for shipment. Intel manufactures chips. If you require DELL to do the support, and not contract it, how about requiring them to manufacture the chips, and software. If this was all done under one corporate umbrella, wouldn't the Justice Department be 'right in your face' about being a monopoly! IMHO, let DELL make his money in PC manufacture, and somebody else make the money in software support. The obvious advantage, is that those who don't need the support, don't subsidize those that do, consequently keeping the price of the PC down. I agree that the huge profits are in consulting, and there probably are many man years of consulting required, but consulting can be a 'fickle' partner. Just my thoughts. Comments? Regards, Ken