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

To: rudedog who wrote (129183)	5/27/1999 6:51:00 AM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

<<The DELL Consumer Division is ramping up Big Time..!! I'm not sure that's good news - might be good for the top line but does not leverage DELL's model well (almost no use for BTO capability, mostly sold through retail where DELL has little presence, cut-throat pricing will depress ASPs and margins...).>> DELL will do it differently IMO. Why copy competitor's inefficient methods..? BTO will still feed the consumer effort. I feel that DELL will not use the retail channel (in a traditional sense)...Soon they'll be growing fast --in a very profitable and efficient way. A recent issue of Forbes has a good article on DELL's new consumer efforts. I expect additional announcements. IMO, DELL will NOT leave enterprise opportunities on the table. If an expanded alliance with IBM is announced, watch out..!! Best Regards, Scott