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

To: BGR who wrote (130813)	6/3/1999 6:18:00 PM
From: edamo	Respond to of 176387

bgr...re: prefer dell to act as intc in the eighties what everyone forgets, or perhaps refuses to address is the total dependence dell has with it's two primary strategic alliances...intc and msft... both companies understand fully grove's meaning of "reaching a strategic inflection point" in a business...intc quit the mem business for more profitable cpu biz...and now intc looking at networking, as msft looking beyond operating systems....they have and will change direction to maintain profit levels... imagine these companies hitting that wall again...and moving in a different direction....where does that leave dell???? dell a great company, a leader in its ability to assemble, but a follower in the overall world of tech...if intc catches a cold...dell gets pneumonia......the larger a company/culture with a bto/jit model becomes...the more precarious their position becomes....as in the collapse of JAPAN........