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Technology Stocks : Dell Technologies Inc.

DELL 146.68

-1.7%

Nov 7 9:30 AM EST

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To: Meathead who wrote (153600)	2/11/2000 8:31:00 AM
From: j g cordes	Read Replies (2) of 176387

Its a simple idea behind the upgrade.. DELL, over the last year and a half, bet their most profitable part of the box delivery business on the INTEL/RAMBUS product being a BIG success. Instead, it was a big flop... if I may make a pun, it was a mega-flop. DELL, as has Intel, changed its product plans to be rambus success neutral. If it works great, if it doesn't they have alternatives. There will be a mix. In my opinion, making projections based on the last half year's delivery/profit margin trend is full of holes. It will be better than that. Regarding the 55% box percentage of their business I see that as good. Boxes are an evolving information delivery/processing commodity. Its not the box that counts, its being in the center of the information stream that's important. Obviously Dell is focusing more energy on that reality and we'll profit from it.

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