Compaq Message Board - Msg: 15734256

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Technology Stocks : Compaq

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To: profile_14 who wrote (90971)	4/30/2001 12:59:06 PM
From: Elwood P. Dowd	Read Replies (2) of 97611

Here u go Francis by: jd_up_down 04/30/01 11:35 am EDT Msg: 233011 of 233025 The San Francisco-based investment firm said it believes Round Rock, Texas-based Dell's sales will be down 2.5 percent on a quarter-over-quarter basis. "Aggressive pricing" seen in the first quarter ending the first week of May "may have pulled in demand from 2Q, which puts Dell on track for a down quarter sequentially," commented Eric Rothdeutsch, a managing director at Robertson Stephens. He added that the firm thinks Dell is accepting lower-margin business to gain access to new customers. "We believe that partially offsetting the margin decline will be a new round of layoffs and a restructuring of the businesses, particularly in the U.S., in the next several weeks," Rothdeutsch said.

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