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

To: jbn3 who wrote (47523)	6/14/1998 1:53:00 PM
From: Lee Lichterman III	Respond to of 176387

WOW, I was bullish on DELL but from the points in your post you just sold me on MUEI! Have a product, wins awards, has new ex-DELL COO, has a history of good product and head start but had inept past management and has J R Simplot to put up LOTS of money. Now where can they get those people you refered to.... Hummmmm, I wonder if MU will be laying off, Nah, the DRAM business has never been better. <VBG> Partially tongue in check, but never say there isn't competition lurking in the wings. DELL is approaching where CPQ was when DELL had them in their sites. AKA "never say never"

To: jbn3 who wrote (47523)	6/14/1998 3:15:00 PM
From: Geoff Nunn	Respond to of 176387

3, Thanks for your excellent post. L3 makes a useful point in reminding us we shouldn't underestimate the potential for new competitors. Nonetheless, you make an effective case that the obstacles to entry are far more formidable than is generally thought. We can certainly expect new firms to enter the business to emulate Dell's methods. It's clear from your post they have their work cut out. Geoff