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Technology Stocks : Dell Technologies Inc.
DELL 133.20+5.7%Nov 26 3:59 PM EST
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To: Chuzzlewit who wrote (23611)11/30/1997 2:59:00 PM
From: jim kelley  Read Replies (1) of 176387
 
Paul,

Thanks for the analysis. I think the other unknowns are the costs of distributing and servicing these subzeros. I suspect these other costs may eat up most of the profits.

I think that these products are strategic retail products to capture unit marketshare. The retail stores are characterizing them (privately) as throwaway PC's with a life expectancy of 18-24 months. CPQ has been losing marketshare in this segment rapidly to HWP and Packard Bell. The retail stores are also carrying their own local no-name computers. Since there is little to no brand loyalty this strategy must be logically aimed at forcing the weaker hands out of the business.

Regards,

Jim Kelley
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