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Technology Stocks : Dell Technologies Inc.

DELL 125.97

-1.0%

Nov 25 3:59 PM EST

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To: D.J.Smyth who wrote (167675)	10/30/2001 10:40:03 AM
From: D.J.Smyth	Read Replies (1) of 176387

Has anyone here made a full study of the confidence index and how it relates to the purchase of PCs? I suspect that the purchase of PCs has significantly greater weighting with other factors - such as replacement cycles. The drop of 10% in the confidence index, from expectations, from a sheer numbers standpoint, basically means that those individuals who, from the survey, who have "less confidence", represent about 1% of the overall PC buying population relative to Dell. The confidence index they are looking at is consumer weighted - whereas Dell's purchasing statistics remain business weighted. I realize they are looking at confidence trends, i.e., a down trend. But, what goes down must come back up. As long as Dell retains consistent sales in the face of low confidence and increasing competition...which they are doing

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