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

To: rudedog who wrote (39505)	4/29/1998 12:45:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176388

From simulation to schematic capture, MCAD, ECAD, bring-up test and validation, Dell does it all. Gateway OEM's all of their motherboards and it's a common misconception that Dell does too. Dell and GTW are not similar in this respect. Dell's Product Group who's responsible for these designs has a headcount close to 1000 people... a few hundred are electrical engineers. Have you seen their patent portfolio? The Optiplex line (business desktops) account for 55% of total sales. ALL of the motherboards, Power supplies and chassis are designed exclusively by Dell. Optiplex has NEVER OEM'd a board by anybody. Servers and Workstations which comprise ~12% of sales are almost exclusively Dell designs... for all intensive purposes. I say almost because they have, in the past, used an Intel motherboard for low end, quick-to-market server products. Chassis, never OEM'd however. Dimension uses Intel motherboards exclusively. This is their SOHO line and makes up roughly 20% of sales. The remainder goes to notebooks which are a 50/50 in-house design / OEM partnership effort. MEATHEAD

To: rudedog who wrote (39505)	4/29/1998 1:30:00 PM
From: Lee	Read Replies (2) \| Respond to of 176388

Hi RD,..Re:<<Fortune List of Highest Return to Investors>> I got an answer to my question about the criteria used but it is worthless (see below). So I don't have any idea why Dell was excluded from that list. Thank you for writing. We are in the process of choosing letters for the next Letters to the Editor column. We will contact you if your letter is chosen. Because of the high volume of mail we receive, we are not able to answer any research requests. Subscription queries or change of address requests should be e-mailed to: fortune-subscriptions@pathfinder.com Regards, Lee