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

To: Chuzzlewit who wrote (112538)	3/26/1999 3:17:00 AM
From: Sig	Read Replies (1) \| Respond to of 176387

Chuzz: Some late night ramblings on Dell My washing machine failed so I went to the Web, dialed up Sears and Best Buy,looked at photos and prices of all their washers. This is a complete re-structuring of the way merchandising is done. The direct way. Michael had a lot to do with it( he sold me the computer (s)Hehe. And he has a little Web site, maybe more than one.(G) Concerns of the cheapy computer effect on Dell is way overdone. Dell's major customers are the military, Air Force, Boeing government institutions, large concerns. They require and demand the latest fastest and best tailored to the purpose. Fast required for CAD work on the aircraft, not just the structure, but also the engines and every assembly that becomes a part of the plane. Generators, APU's, fuel systems, control systems.Even all the documentation and procedures. For those who havent worked in aircraft, the paperwork is unbelievable. My unit in the AF had only one aircraft type, the B-29. So we had a library and maintained the records, Tech Orders, change orders. My guess ( poor memory) was 130 feet of shelf space. And merely the operating instructions and changes. I hope today that category is on disks. Those F-117's, B-2's today, and even B-52's, are up against the best Russian built fighters and ground to air defences. Does anyone care to do that job without the latest and best designed equipment? Does anyone seriously believe the Air Force would send a supply sergeant down to a village kiosk to buy 10,000 computers or buy unproven E-machines with no service and maintenance agreements?. And without the exotic and varying pre-installed programs needed for the basic jobs or units. Dell is working out long-term service and replacement/updating agreements or even leases with major customers. That could have been a reason for the less than expected sales increase last quarter. But it also puts a very solid base under future business income and profit for Dell. Summary: Put each of those analysts in an F-xx fighter and ferry it across to England. When halfway over the Atlantic, tell him it was all designed using $399 computers running AMD k-6's. And nothing can go wrong- nothing can go wrong-nothing can go wrong..... Sig