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Technology Stocks : Dell Technologies Inc.

DELL 127.63

+1.4%

9:40 AM EST

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To: indep who wrote (164980)	4/26/2001 11:36:22 PM
From: rudedog	Read Replies (3) of 176387

indep - a macho but silly analysis. The hammer came down all right - it came down on DELL investors. Do you know that CPQ stock outperformed DELL over the last 2 years, and also over the last year? I was surprised too, but it's true - see Message 15718885 As an investor, I don't care how many companies DELL puts out of business if they can't turn it into shareholder value. DELL has to eat 80 cents for each 40 cents they cost the competition - since DELL has so much more of its business in PCs. DELL does not have the big Unix servers or mainframe class products that CPQ and IBM have. HP has high end Unix and of course the printer business. What would happen if DELL did as you suggest is that DELL stock price would drop through the floor. They are on the edge now, what makes you think they could cut farther? With a Net profit of less than 5% they really don't have room to fool around.

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