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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Doug Fowler who wrote (98611)	2/13/1999 10:20:00 AM
From: BGR	Read Replies (1) of 176387

Doug, Agreed AFA the entire server business is concerned. But guess what the reason for the decline is: pressure from the low end (within the server group) boxes which for the time being is precisely what DELL offers. IOW, SUNW will get hurt more as it drops it's margin from it's high end server sales while DELL goes from having the margin of a desktop builder to that of a NT server maker, resulting in a significant improvement in it's margins. It's all relative. -BGR.

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