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Technology Stocks : Dell Technologies Inc.

DELL 114.64

-1.1%

3:59 PM EST

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To: Herschel Rubin who wrote (170756)	8/28/2002 11:40:03 AM
From: Elroy	Read Replies (1) of 176388

The time for DELL to take market share from HPQ is rapidly ending. What planet have you been on for the last seven years? Dell has been taking market share from HWP and CPQ since time began. HPQ is getting their house in order and will stage a price war to win back turf from DELL. Oh, I see. You are on the planet mars. On your planet, the high cost provider wins in a price war. OK. STAY OUT OF THE SUN, HERSCHEL!!!! The notion that DELL could continue the same rate of market share increases was predicated on the assumption that HPQ's merger integration problems would continue indefinitely. Dell has gained share since the Big Bang went Boom. The merger just makes it that much easier. Well, HPQ's integration seems to be moving right ahead and HPQ will gain back some more turf... this time at DELL's expense. Moving right ahead?! HPQ just reported negative operating margins on PCs, servers, storage, workstations, PDAs and weekends! They are losing money on everything except for printers, which they had already. Printers strong performance had ABSOLUTELY NOTHING to do with the merger. If HPQ gains more turf (i.e., increases sales) they just lost more money on every dollar sold. It's actually BAD for them to grow revenues from Dell, because they lose money on the stuff that they make that competes with Dell. Good luck! Elroy

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