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

To: Lizzie Tudor who wrote (84519)	12/10/1998 1:35:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Michelle, you said However, I need to point out that msfts troubles with the DOJ have not helped here - because in order for Dell to really have an effect on the low to midrange server space, they have to commoditize it. I congratulate you on a brilliant observation! Actually, this conclusion extends to all of Dell's product offerings. Many posters have felt that this is a negative, but I, like you, believe it is the driving force behind Dell's success, because it allows the company to focus on sales, assembly, and distribution -- precisely those areas where the company excels. In talking about a computer as a "commodity" it should be stressed that the term does not mean that Dell's product offerings are indistinguishable from other manufacturers -- they certainly are in terms of reliability, customer support, etc. It simply implies general acceptance of the generic product. I again, I think your observation is nothing short of brilliant. TTFN, CTC