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Technology Stocks : Dell Technologies Inc.

DELL 126.35

-0.7%

3:47 PM EST

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To: McNabb Brothers who wrote (23514)	12/1/1997 2:42:00 AM
From: John Chen	Read Replies (1) of 176387

Hank, when SEA dragged the market down, this thread kept saying that is not a problem to DELL. Later when PC growth in SEA is still looking good, I believe someone here posted that as GOOD NEWS for dell. Dell is a WIN/WIN/WIN company, good news is great news, bad news is no news. DELL can defy gravity. With ASP declining at least 30-50%, DELL/CPQ can scoop up all others market share who couldn't take the price-drop, as TOSHIBA did. The problem I have with this scenario is that the market share being picked up is not sufficient to compensate the ASP-drop, unless the unit grouwth can make it up. Even HWP has a respectable PC "166mz mmx pentium ... WITH MONITOR". These are very good machines selling 2300+ last year. I have to sympathize the 'component makers', they must be making zero profit for DELL/CPQ to be so rich, life isn't fair, is it.

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