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

To: Sig who wrote (39979)	5/2/1998 8:01:00 AM
From: Mohan Marette	Respond to of 176387

Ref:Dell Strategy-I beg to differ on one point. Dell has 4 major legs to its strategy. The first is to sell computers directly to its customers. With the exception of its superstore experiment, Dell has never deviated from this strategy.. Sig: I don't think this is quite accurate, I believe they have experimented selling DELL via channels once before a few years ago only to find out that it was a disaster.But they quickly learned their lesson and moved away from it taking corrective measures immediately. I believe making mistakes on the way and learning from it and then correcting the error of their ways is the mark of a great company. Heck even Coke had their share of goof-ups,remember the 'NEW COKE'!

To: Sig who wrote (39979)	5/2/1998 2:56:00 PM
From: Chuzzlewit	Respond to of 176387

Thanks Sig, that was a great overview! I found this section dealing with weakness to be really fascinating, mainly because the study could find so dew weaknesses: wgss.com Briefly, the study found only two weakness. The first (reliance on other's R&D -- largely Intel and Microsoft)in my opinion is really a strength, and was discussed at some length in the HBR article. This second is the company's vulnerability to executive turnover if the stock market falters for a sustained period of time. Highly recommended weekend reading for the Dellheads, TTFN, CTC