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

To: SecularBull who wrote (82648)	11/29/1998 1:14:00 PM
From: stock bull	Respond to of 176387

LoD, re:<<The other key to the equation that you are not taking into account is just how difficult it will actually be for the indirect manufacturers to shift their processes to direct marketing. This sounds much easier than it really is.>> Lets not forget that Cpq, Dell's most significant competitor, is still going to sell through the channel as well as direct through the internet. So, if Cpq is successful with their new strategy, they will end up with a hybrid business model. Therefore, I doubt they will achieve the efficiencies of Dell. Net affect, Cpq will still lag Dell. JMO Stock Bull