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Technology Stocks : Dell Technologies Inc.

DELL 120.60

+1.8%

Jan 9 9:30 AM EST

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To: hpeace who wrote (26702)	1/1/1998 8:09:00 PM
From: Meathead	of 176387

Dell only goes where Intel goes. Next year I bet decent entry level prices for the home drop to $599... CPQ is pretty close now at $699 with a model aimed at institutions. I'd wager that next year Dell has a strong sub-zero offering at ~$800 that still isn't trageted at first time buyers. It may account for as much as 10% of Dell's desktop sales by Q4 next year which would be about 7% of total sales. So, the fact that Intel is going there virtually guarantees Dell will be there. Intel's absence today with PentiumII pricing is one of the major reasons Dell isn't. IMO, Intel will be facing some margin pressure next year because of this. So will everybody else... the major PC vendors however will be able to offset this to a great deal with increasing server and workstation sales. So will Intel if they manage it correctly. By 2001, Intel's margins may drop to 45% but they'll have revenues of $100 billion. Yeeoooooow. steve, no need to respond... this isn't directed at you.... I know you don't agree<ggg> MEATHEAD

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