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

To: Ibexx who wrote (59285)	8/18/1998 9:15:00 PM
From: William King Wrignt	Read Replies (2) \| Respond to of 176387

Anybody heard what was said in conference call? What are the analysts thinking? wkw

To: Ibexx who wrote (59285)	8/18/1998 9:25:00 PM
From: LWolf	Respond to of 176387

Ibexx: >>as a box Company, more vulnerable than CPQ and IBM in the long term.<< --comparing DELL to IBM is not apples to apples.... plus IBM's pc market is shrinking --comparing DELL to CPQ might be more in line... but, I believe CPQ has to look for some type of paradigm shift... they're are not going to be successful with their current model. JMO. Laura PS: I'm sure their are many folks who have been very successful TRADING DELL. How can you not be? I have both: long and options... I will continue with DELL (among a couple others) until I find something better... nothing is forever.

To: Ibexx who wrote (59285)	8/18/1998 9:38:00 PM
From: SecularBull	Respond to of 176387

Ibexx, >>more vulnerable than CPQ and IBM in the long term<< It really depends on how you assess vulnerability. One could argue that Compaq and Hewlett are much more diversified than DELL, but does that help their business? Obviously not. DELL has chosen to focus on "box" making as you call it. I think there's much more to it than that, but nevertheless, DELL has obviously chosen the better model. Did you read the Harvard Business Review article on Michael Dell's philosophy of vertical integration? This defines why Michael doesn't agree with the others about being full service companies. He believes that companies should focus on what they do best, while leaving the other segments of business to their partners. I think his strategy for the future is very well defined in this article. Regards, LoD