Dell's Daytraders Decision Site Message Board

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Technology Stocks : Dell's Daytraders Decision Site

DELL 142.68

-2.7%

Nov 10 3:59 PM EST

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To: jim kelley who wrote (444)	7/28/1997 2:00:00 AM
From: AGURB	of 1124

Jim, The quoted items below are from the WSJ article from this weekend which has information from the IDC/Dataquest reports. If you check my past posts I have detailed this scenario as far as a month back. I work in the industry, I have been seeing what is going on. ""Analysts cite several reasons for falling prices. Most of the big PC companies have brought out a new line of $999 machines that have been a hit at computer stores. In addition, the prices of PC components, such as memory chips, continue to fall. Further, traditional vendors are being forced to match the lower prices of direct sellers like Dell, if not in their official price lists then in the negotiations leading up to a big business sale. Big companies "are being very aggressive behind closed doors," said Mr. Miller at Dataquest."" What I see is the overall market units growing, margins decreasing as the fight for revenue intensifies . I have one large customer that has been buying 166 Pentiums for a year and plan to keep buying this processor for their non-power user desktops. Do you consider this solid information. I am short on Dell right now.

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