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

To: Jock Hutchinson who wrote (99160)	2/14/1999 1:21:00 PM
From: Uncle Frank	Respond to of 176387

Lots of valid points in your post. It would be a disaster if dell rested on their laurels and let cpq, ibm, hwp, gtw catch up in the direct fufillment approach. But I think Michael Dell is too full of energy and ambition and ideas to let that happen. As a long time manager (semiconductor sector), I always tried to hire people smarter than me (not hard <g>), and let them make me successful. Look at who my "employees" are now: Michael Bill Gates John Chambers Steve Case I'm pretty happy with my team these days <vbg>. One point of contention. You wrote >>Simply put, this is a company whose margins could reach the levels of grocery stores, and there are chains out there whom you have never heard of whose sales equals Dells current sales. I think you may be guilty of exaggeration, Jock. Please list one or two low profile grocery stores whose ttm sales are equal to dell's ttm revenues of $16.8B. Frank

To: Jock Hutchinson who wrote (99160)	2/15/1999 1:06:00 PM
From: Jon Stept	Respond to of 176387

Hi Jock, re:"silly thinking..." Wow. I really like your post and I am not being sarcastic. Looking back at businesses in similar situations as Dell and providing proof. Good job. And, of course, I would like to refute it ;) First all the companies you mentioned invented a product, right? TV, teletype, phones. What did Dell invent? Not a product... a process. If you want to make a comparison, try Ford. Ford did not invent the car... they did invent the modern assembly line. And everybody copied them. So, the analogies you make are weak. For over 75 years Ford went on to make all other kinds of things besides cars and expanded to other businesses, like finance and they became, and still are, one of the largest, most successful and admired companies, ever. Jon :)