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

To: Knighty Tin who wrote (104034)	2/22/1999 11:06:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

It looks like the million dollars a day that they were claiming in Q4 for their internet sales were actually direct sales to their VARs. They really did not have BTO or CTO in place themselves.

To: Knighty Tin who wrote (104034)	2/22/1999 11:12:00 PM
From: MaryinRed	Respond to of 176387

Yes... You are absolutely correct in your analysis: tHE compaq customer is "the retailer"...and compaq cannot afford to upset them.... retailers..will not want to compete against a direct model manufacturer.....why should they....?? that is why...Dell has no retailers.... Being direct...has that advantage....along with that "closeness" to the end user...since the customer...is the end user.... smile...Mary by the way....Michael's book is a very fast read.....and enjoyable... makes one...run out to get another bundle of Dell stock....