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To: bobby beara who wrote (16533)10/9/1998 12:16:00 AM
From: Magnatizer  Read Replies (2) | Respond to of 42787
 
If I may...

Dell is in the commodity game. The winners in commodity games are the low cost producer, ala DELL.

Quality is not to shabby either.

notevenalongtermdellbull
david



To: bobby beara who wrote (16533)10/9/1998 8:06:00 AM
From: dennis michael patterson  Read Replies (1) | Respond to of 42787
 
Bobby. I am really surprised to be hearing this sort of "argument" from you. The Dell thread is strewn with the corpses of people making this same argument for the last 2500 percent of growth in the price of Dell stock. Fundamentally, this company is about as good as it gets. DO I need to rehearse al the high/end low end, box/server, setc. arguments? You know all this stuff.


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