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Technology Stocks : Dell Technologies Inc.

DELL 137.94

-1.9%

12:56 PM EST

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To: D.J.Smyth who wrote (162271)	10/20/2000 4:06:27 PM
From: rudedog	Read Replies (2) of 176387

Darrell - I think you need to tread lightly on the "no price wars" turf, given that DELL has discounted their volume server lines, a move none of their competition has followed. I also have anecdotal evidence of lots of pressure on the DELL sales team in Europe to move server units, and the weapon seems to be price there also. I don't believe that component cost decreases justify anything close to the cuts in the list prices, and the actual costs being given to big customers are a lot lower than the published prices. I just hope they don't jeopardize earnings numbers while going after share. That's one of the reasons I am so interested in the IDC server numbers. Even though DELL has almost 2 weeks left, my sense is that they are fighting in a tough market.

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