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Golfbum

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Golfbum

Re: sgolds post# 10903

Saturday, 08/09/2003 4:50:16 PM

Saturday, August 09, 2003 4:50:16 PM

Post# of 97679
Not really a defense. Just facts to help folks make investment decisions. Bad assumptions about pricing could make for bad investment decisions.

Pricing is much flatter than you apparently realize. Steep pricing usually leads to flattening via the grey market as OEMs become "distributors."

Reread my comments regarding "special pricing". Robinson-Pattman results in any OEM who can serve the identified opportunity getting the same pricing or incentives.

Dell's biggest advantage is having no inventory and consequently immediate ability to respond to market changes.

gb

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