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

To: SecularBull who wrote (53431)	7/23/1998 2:10:00 PM
From: Jim Patterson	Respond to of 176387

RE: The truth is that only the lowest end of the PC business could even come close to meeting this criteria, and would therefore may be able to be classified as a commodity product. The rest of the PC business, and the enterprise businesses are far from fitting into this criteria. OK, I will meet you half way on this one. 65% of DELL's business is comodity related. The other 35% has to compete with IBM, CPQ, and HWP, all three of which have far greater resources to draw on to deliver what ever it is that is needed. Oh yea, the three compete with each other in the higher end that DELL does not have the resources to participate in. The PC is a comodity. CPU's are fast becoming a comodity with INTC and AMD the primary suppliers. Most PC buyers don't care who made the DRAM, many home buyers don't care who built the CPU. They are all about the same, so they buy the white one. That is a comodity. Jim