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

To: Lee who wrote (89706)	1/18/1999 1:04:00 PM
From: JRI	Respond to of 176387

Just to be clear...I am not primarily addressing component pricing pressure here (although if Dell/Cpq were buying the majority of components from a particular supplier, be it chips or whatever, perhaps they would have more pricing (negotiating) leverage than today...or at least a better discount... Rather, I guess I am raising the "oligopoly" argument here...If in 5 years, most major corporate bids consistent of 3 bidders (Dell, Compaq, and some 3rd party) or even 2 bidders....vs. today's 4 or 5...wouldn't it follow that bids may be higher for these projects... and therefore margins as well....also, in existing relationships, wouldn't there be less of a need to use price to retain existing relationship (given fewer alternatives)...all consistent with oligopolistic conditions.. Just wondering....