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Technology Stocks : Dell Technologies Inc.

DELL 128.38

+0.6%

9:30 AM EST

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To: William F. Wager, Jr. who wrote (173938)	2/23/2004 11:54:51 AM
From: kemble s. matter	Read Replies (3) of 176387

Bill, Hi!! Smoke and Mirrors vs. "The One Trick Pony" Reported: Ms. Fiorina said H-P's PC sales rose nearly twice as fast as Dell's for a second consecutive quarter. The results show that H-P can sustain its market-share momentum while maintaining profitability, she said. Truth: operating profit 1% of revenues. and that was hp's largest profit for the group. it maintained profitability by having 1% profit on sales. it appears that hp is trying to have big market share- but is making virtually nothing in pcs. yet, dell sells about as much as hp- has same market share- and makes a decent profit not just 1% on sales. if dell reduces prices by $5 or $10 a computer, hp will have no profit if it matches dell. Versus "Businesses are growing, (and) the signs are getting relatively healthy," Dell Chief Executive Michael Dell said during a conference call with the news media. Chief Financial Officer Jim Schneider noted that "the number of opportunities we had to bid in the corporate sector" increased in the fourth quarter, a trend he called encouraging. "Yes, it's a competitive market," CEO Dell said. "And, yes, we're winning."

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