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

To: Ibexx who wrote (59245)	8/18/1998 7:36:00 PM
From: Tom Ardnij	Read Replies (1) \| Respond to of 176387

Ibexx, One major strategic difference is of course, the direct order model. With component parts dropping so rapidly in cost Dell has a resultant strategic advantage because it doesn't maintain a depreciating finished goods inventory. Everything is build to order. The build to order model strategy fits perfectly with the ongoing buildout of the internet. Today's announcement included a comment on a $6 million dollar a day pace of internet sales, all build to order. Up until two years ago, I resisted a long term investment in any box manufacturer as I saw them as distributers of the Wintel technology controlled completely by Intel and Microsoft. Two years ago, I concluded that Dell truly had a strategic differenciating advantage. Tom PS: I share your long term positions in the other technology leaders, Cisco, Msft, Sap, but also Dell.

To: Ibexx who wrote (59245)	8/18/1998 9:22:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 176387

I hear you about CPQ. I bought INTC back a couple of weeks, I'm about to buy CPQ, both for a trade. I would like to hold INTC long term, but not CPQ unless the stock performs. CPQ wants to be IBM, DELL, INTC, CSCO and HWP, they seem to want it all, while not realizing that it's the sum of your partners that matter, while DELL is just DELL, plugging away doing want it does best. I still can't get the fight that was going on at CPQ about gold connectors during the Cannon(sp) period out of my mind, I know that was awhile ago, but the cultural aspects of that thinking still infect the company. The both of them, INTC and CPQ, are not in the same class as CSCO, DELL, or MSFT for that matter, stock performance wise mind you, that's what matters to me anyhow as an investor. Too much time is wasted waited for the stocks to come back, the trend in CPQ and INTC are very obvious anyhow, so why park your cash? Greg