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

To: The Phoenix who wrote (60504)	8/24/1998 1:00:00 PM
From: SecularBull	Read Replies (1) \| Respond to of 176387

Gary, the barrier to entry REAL and is two-fold: 1) DELL's current competitors, with the exception of Gateway, are simply not serious about adopting the direct model in a manner which would allow them to compete with DELL's efficiencies, and promote re-growth of their market share. 2) No start-up can put the manufacturing and support structures in place, and seize enough market share to outpace DELL at this point. Trends clearly indicate that the top-tier manufacturers, as a group, are the only ones growing market share, and that this is likely to continue as time moves forward. If you disagree, please explain why. Thanks. LoD

To: The Phoenix who wrote (60504)	8/24/1998 1:21:00 PM
From: Fangorn	Read Replies (3) \| Respond to of 176387

Gary, You are completely wrong in your view of DELL and in a few months will have only yourself to blame for the lost profits. You came to the thread with a preconcieved notion and have chosen to ignore the many facts offered to disprove that notion. It is (and will continue to be) your loss. If what you say (about DELL) is true... Why does Dell have more profits in the last two quarters than CPQ, IBM, and HP put together?

To: The Phoenix who wrote (60504)	8/24/1998 2:07:00 PM
From: jhg_in_kc	Read Replies (1) \| Respond to of 176387

Gary, you are making a big mistake. Put it on your calender to check the price of Dell on Feb. 19 1999. It will be double what it is now and will split 2 for 1 again. Mark your calendar. jhg

To: The Phoenix who wrote (60504)	8/24/1998 3:07:00 PM
From: Craig Lieberman	Read Replies (1) \| Respond to of 176387

Gary, so I'll miss this ride. Consider getting a book by Paul Zane Pilser (sp?). The Economics of Alchemy. A Nobel prize nominee in Economics a few years back. He teaches the philosophy that better distribution systems and riding technology curves are the key to the new paradigms and growth in the late 20th and early 21st century. I have gone on about this in previous posts which I can dig up for you if you like. The value add at DELL is the more efficient distribution network AND the relationships that DELL has formed with strategic partners. Up and coming companies trying to emulate the DELL model either have to eject their current models, or starting from scratch, build those relationships. Both are tough to do. Swiss watch makers had trouble when the paradigm switch to digital watches came around. Wallmart decimated the local 5 and dime and mom and pop stores. CPQ, IBM and HP are NOT rejecting the channel distribution system so this hobbles them. Gateway hasn't figured out the corporate end yet and seems to be moving away from it rather than towards it. If you don't invest in DELL, what would you invest in? Where is the compelling stock that grabs your attention? I don't mean any disrespect. I agree you should stick to your guns and only invest in companies that have the compelling story based on your investment style. My style seems to differ from yours so good luck to you. Lets catch up in a few years. IMHO, Craig