Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 127.48

-1.4%

2:40 PM EST

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To: kemble s. matter who wrote (168806)	2/14/2002 7:06:10 PM
From: LemurHouse	Read Replies (1) of 176387

Very positive conference call. Its been a tough couple of years, but Dell has been executing very, very, well, and is phenomenally positioned to exploit their advantages when the economy turns up again. I particularly liked mgt's observation re new accounts producing increasingly large revenues during the 2nd and 3rd year after penetration. Plus the growing population of older, non XP compatible machines. Also very interested to learn that declining component pricing now factors only about 25% of their cost reduction delta. They are making it very tough indeed on the competition, and Walter Hewlet is right -- HP and CPQ cannot compete in this arena. I'm quite happy to be holding my long position, and for the first time in a long time I am looking forward to the stock doubling or better within the next 12-18 months. FWIW. AD

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