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Technology Stocks : Dell Technologies Inc.

DELL 126.42

+2.8%

Dec 19 9:30 AM EST

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To: Sig who wrote (135292)	7/1/1999 9:24:00 PM
From: Ian Davidson	Read Replies (3) of 176387

From Briefing.com: Box-builders lagged behind sector yet again amid anxiety over "free PCs" being offered by numerous ISPs in their attempts to win market share... However, should note that "free PCs" are an attempt by ISPs to add users in less affluent areas... Briefing.com agrees with Michael Dell that as users spend more time on their PCs they tend to trade up to more powerful machines... Move likely to result in additional buyers down the road... That said, the move to (in essence) give PCs away adds to downward pressure on prices for all machines... Remains a battle between unit growth and declining costs v. declining prices

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