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Technology Stocks : Dell Technologies Inc.
DELL 120.45-0.1%3:59 PM EST

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To: Brian Lempel who wrote (9163)6/27/1997 8:54:00 PM
From: Patrick E.McDaniel   of 176387
 
Brian, what a fool that NBR guy was!

I am keeping magins the same as last quarter. Price cuts may cut into magins but a shift to higher end MMX, notebooks and servers give it back. Compaq reporting in July will give us a clue.

Dell has seen price cuts for the last year and a half and seems to have done OK.

They seem to weather the cuts by adding unit sales. Increasing sales on their website also reduces costs. This should only be 7% of sales but it adds up.

Pat
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