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Technology Stocks : Dell Technologies Inc.

DELL 127.02

-0.7%

12:32 PM EST

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To: Patrick E.McDaniel who wrote (24964)	12/12/1997 7:38:00 PM
From: Mohan Marette	Read Replies (2) of 176387

Hi Pat: Pardon me for buttin' in ,I know you didn't ask me, but I saw the news as well and thought i respond with my 2 bits worth anyway. Do you really think this could affect the stock Monday? I don't know, perhaps but the way I see it is that now all the boys have a level playing field, Dell having lost the advantage in Pricing for commmercial accounts (assuming what we hear is true), unless ofcourse Dell has an 'ace' up their sleeve that nobody knows of. One big advantage Dell has is the marketing success they enjoy via the NET, nobody has duplicated this yet despite some feeble attempt by some of the competitors. I don't know,to declare so boldly that Dell has lost all the pricing advantage in commercial accounts just because they lost a few sales is rather foolish at best, and premature at worst. My gosh, I don't suppose whomever come up with this 'conclusion' were expecting DELL to get 100% of the commercial accounts!

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