Dell's Daytraders Decision Site Message Board

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Technology Stocks : Dell's Daytraders Decision Site

DELL 137.40

-3.7%

11:35 AM EST

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To: AGURB who wrote (443)	7/26/1997 4:21:00 PM
From: jim kelley	of 1124

AGURB, IYO, are they trying to buy marketshare? If so they will be shipping dollars with every corporate order and this will show up on their quarterly reports in short order. I have not seen any news to the effect that CPQ or IBM are beating DELL orders. Also, taken altogether IBM and CPQ have less than 20% of marketshare so it is doubtful that they are running into DELL everywhere they go. Hence, I am skeptical of your strong statements. DELL lowered its prices after CPQ matched its prices a few weeks ago. So DELL is still lower than CPQ by 10-15%. Nevertheless, if you have any reports or links that you can post I would be happy to read them. If you have solid information I can be convinced. regards

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