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Technology Stocks : Dell Technologies Inc.
DELL 129.98-6.2%Dec 12 9:30 AM EST

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To: rudedog who wrote (140559)8/25/1999 8:03:00 PM
From: stockman_scott   of 176387
 
<<I think they will be lower than $700 - component costs for a box like this can be under $300 so a sub-$500 price point is not out of the question. This is the kind of breakout product I have been hoping for from DELL. >>

Rudedog: Good points....DELL will be VERY competitive on price -- we know they are the low cost operator. No one is more efficient. Yet, DELL will really excell when it comes to providing superior quality, customer service and add on options (like internet access and other upgrades).

Earlier this year I remember Tom Meredith commenting on a Merrill Lynch Conference Call about how DELL will get VERY AGGRESSIVE in the consumer space this fall. They are starting to deliver. I feel sorry for the competitors <G>. It's tough to compete against the DELL business model.

See you in the 50s..!!

Best Regards,

Scott
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