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Technology Stocks : Dell Technologies Inc.

DELL 127.56

-1.3%

12:53 PM EST

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To: John Koligman who wrote (175237)	10/18/2005 7:26:34 AM
From: Dan3	Read Replies (1) of 176387

Re: HP grew shipments faster than rival Dell last quarter Well, it makes sense. HP competes in 100% of the market, while Dell is limited to the < 85% (and dropping) segment that is supplied with INTC CPUs. Dell has no 64 bit notebooks (other than 8lb behemoths) Dell's PC's, and especially Dell's servers are a lot less efficient than HP's servers and PC's. It's a tribute to Dell's marketing machine that they did as well as they did, given the limitations they operate under. The problem for Dell is that the minute they sell a single computer into the one of the segments Intel has barred them from, Dell's total corporate profits drop by between 30% and 70% - hundreds of millions of dollars - as they lose the discounts they get on every INTC system sold.

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