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

To: SecularBull who wrote (39132)	4/27/1998 11:25:00 AM
From: rudedog	Respond to of 176387

Exactly - this is where Dell puts the wood behind the arrow. Best integration, best understanding of how to get the most out of the systems, best tested (and thus highest out-of-box quality). This is not the same as innovation in base technology. For years, DEC has been a strong innovator in core technology, while almost ignoring the areas Dell concentrates on. Guess which model is more successful? I would be disappointed if Dell started investing in core technology innovation - Dell has much stronger growth than IBM, HWP and CPQ who are strong in core R&D. Assume CPQ's 300 on-site people cost them $100K / yr each (which is low if burden is included). That is $30M annually. Such investment would detract from Dell's growth.