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

To: rudedog who wrote (118550)	4/18/1999 9:18:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 176387

That's a tough one... ;-) IBM lost a billion on PCs without a vision and Dell made several billion with one. Hmmmm, which is the more effective model? Don't ask 5fer.

To: rudedog who wrote (118550)	4/18/1999 9:34:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 176387

Dell's vision is to take the R&D investment incurred by msft and intc and produce it in the most profitable manner utilizing supply chain management and other innovative software manufacturing techniques. The intent is to minimize R&D in the core product (push it off to msft and intc) and shift those costs to the supply chain where the value proposition lies for Dell. I really think thats it, its pretty clear and while not revolutionary its still pretty effective wouldn't you agree?