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Technology Stocks : DELL Bear Thread

DELL 140.61

+1.7%

3:59 PM EST

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To: AlanH who wrote (840)	5/25/1998 6:37:00 PM
From: Lee	of 2578

Hi Alan,..Re:<<Whether we call a segment 'individual' or 'consumer', we can agree that this area is subject to pricing pressure.>> According to recent news, this is the area of price competition per the URLs listed below; however, as I found out, it is a mistake to assume that the major part of Dell's revenue is from individual sales. This is clearly not the case. Since only approximately 10% of revenues are derived from individual sales, their decision to forego participation in the sub $1000 PC market is afterall just common sense. They are obviously focusing on the market segments with both high growth and high revenue returns, wouldn't you agree? biz.yahoo.com Dell Reduces Prices On Award-Winning Enterprise Client/Server Systems biz.yahoo.com DELL TRIMS PRICES ACROSS WORKSTATION LINE Regards, Lee

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