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

To: Meathead who wrote (39234)	4/27/1998 5:14:00 PM
From: Mazman	Read Replies (1) \| Respond to of 176388

Meathead, Nice Q&A with MD about Dell's incr focus on server mkt. techweb.com Regards, Mazman

To: Meathead who wrote (39234)	4/27/1998 6:28:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176388

That's consistent with what I was saying. Dell is very strong with validation and test, their record on the Win98 beta board was also strong, lots of deep analysis and testing of the corner cases. My point is not to disparage Dell but to say that they put their development into things that add to their ability to execute, like test and integration, not into things that have a higher cost and lower return. My idea of core technology development is ASIC or raw silicon development, core OS development, etc. I would bet that the ROI on Dell's R&D is 10 times that of IBM or DEC, precisely because they don't do the low level development.