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

To: TigerPaw who wrote (81293)	11/19/1998 10:59:00 AM
From: BGR	Read Replies (1) \| Respond to of 176388

TigerPaw, I agree with the first paragraph but have concerns about the second. DELL has relatively small R&D expenses which has allowed it to excel based almost entirely on efficient operations (which is uncommon among high tech companies). Till now, it was mostly INTC's R&D that DELL benefited from but MSFT's plays a role as well. If they had to write the O/S (for example) as well as build the machines (as CPQ does outside of Windows) I think that will adversely affect their business model. I may be wrong. -Apratim.