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Politics : Formerly About Applied Materials
AMAT 267.87-0.6%Dec 5 9:30 AM EST

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To: Gottfried who wrote (37537)9/28/2000 5:22:27 PM
From: Ian@SI  Read Replies (2) of 70976
 
G.,

My guess is that Dell's Q was at risk, so they slashed prices to ensure that they exceed the top line estimate while meeting or beating the bottom line.

It must have been close for them to act will only 2 full business days left in the Q (unless Sept 30 can also be included).

FWIW,
Ian.
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