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

To: TREND1 who wrote (118737)	4/19/1999 12:54:00 PM
From: edamo	Respond to of 176387

larry..."computers LIKE cars will eventually become a commodity"...maybe we live in different worlds.... do you really believe that.... when were cars classified a commodity?????... unit sales of mercedes, lexus, jaguar, and bmw at record levels....no real price concessions....one year delivery for new merc s2000...$87k callaway range rovers sold out before production.....vw buy rr for "name" so they can go up market.....but get any color hyundai at anytime at a discount...got to sell twenty saturns to make the profit of one merc s series...think it thru larry....same-same.. ed a.

To: TREND1 who wrote (118737)	4/19/1999 1:05:00 PM
From: Chuzzlewit	Read Replies (3) \| Respond to of 176387

Larry, PCs and notebooks are commodity items right now. And that's why Dell is a great investment. Look at the facts: 1. Dell's spending on R&D is very low. That's because it rides the backs of the real tech companies like INTC, SEG and IBM. 2. Dell's flexibility and distribution systems are unsurpassed. That means minimal inventory overhang, and that's a major reason why it has such a high ROIC. 3. Dell's financial model is tops -- a negative CCC means that the company can expand using OPM. The reason that the commodity angle is a plus is that demand is large. Who wants proprietary hardware these day? Do you really want a system that does not adhere to industry standards? Michelle Harris had a flash of shear brilliance on the commodity issue. It is a point that needs to be hammered home. A very efficient producer of a commodity is a winner! TTFN, CTC

To: TREND1 who wrote (118737)	4/19/1999 1:11:00 PM
From: stock bull	Respond to of 176387

Larry, re:<< The question that I have is...who wants to offer a definition of the term "commodity". One that fits the tech situation. DRAM is a commodity.>> This is an example of a commodity. How about a definition? Like a dictionary...however, don't post the one that appears in the dictionary...looking for one that fits the techs...sort of a unique definition. Stock Bull

To: TREND1 who wrote (118737)	4/19/1999 1:15:00 PM
From: Dave B	Read Replies (2) \| Respond to of 176387

Larry, If you think that cars are a commodity, then you have no clue what a commodity product is. Commodities are products that, no matter what producer makes it, are virtually indistinguishable. Bananas, aluminum, popcorn (until Orville Reddenbakker uncommoditized it). If you think that one car is indistinguishable from the next, then you must not get out much. When you purchase a commodity product, you spend virtually zero time evaluating the product. The last time we bought a car, we spent weeks evaluating different models with their various features, visiting showrooms, test driving it, et cetera. Commodity products don't range in price from $10K to hundreds of thousands of dollars. Making a statement like that just diminishes your credibility. You need to get out more, bud. Have HAL open a window or door or something. Dave