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Technology Stocks : DELL CLIMAX SITE

DELL 154.64

-3.4%

3:59 PM EST

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To: RAY WACLAWSKY who wrote (65)	7/29/1997 12:43:00 AM
From: Investor A	of 158

Today's merge announcement of Cyrix and NSM is an extremely bad news towards DELL/GTW/INTC. The focus of this merge is on the high performance sub-$500 PC/information appliance. When the 200Mhz+ Cyrix MediaGX MMX CPU powers these sub$500 information appliance and hits the stree early next year, it would performance just as well as any of the current Desktops towards the majority of PC users. The PC market will again switch from the current sub-$1,000 to sub-$500 infomation appliance either at home or office. To Dell, its ASP will drop and the margin will get sqeeze quarter by quarter. Dell bulls have to keep on buying up the stock price. A few days of hesitation will cause DELL unrepairable crash. In comparison, Micron has their fab factory while Dell is nothing more than a box maker.

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