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Technology Stocks : Dell Technologies Inc.

DELL 127.56

-1.3%

12:53 PM EST

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To: McNabb Brothers who wrote (21172)	11/11/1997 7:26:00 PM
From: Brian Hutcheson	Read Replies (1) of 176387

Hank , re. decline in Dell The reason is the same one that has infected first the DRAM market , then the MPU market and disk drive market . Fierce competition increases unit sales , but because unit prices are under price pressure it means that both revenues and profits plummet . This can be seen by recent headlines such as "Pentium II plunges to $2000 mark " and "Sub $1000 PC market takes off" Compaq , IBM , NEC , Gateway are all after market share and determined to stop Dell's increase in sales , Brian

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