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Technology Stocks : Dell Technologies Inc.

DELL 118.48

-1.3%

3:59 PM EST

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To: Patrick E.McDaniel who wrote (24978)	12/12/1997 8:48:00 PM
From: Meathead	Read Replies (3) of 176387

Patrick, these are reports from the channel... from the resellers. No one has any idea what's going on with Dell's 95% direct accounts, only Dell does and they report quarterly. The article's source: "Citing channel and vendor sources" What battlefield are the referring to? "the channel and its vendor partners have outdueled Dell in recent weeks Where does Dell do most of it's business...? Dell does not win every account, they've lost some big ones to the other guys so this is not really significant news. These moves by the competition were anticipated. The important point was brought up, and it's a fact, that HWP has a slush fund available to be able to undercut Dell on price, a practice which is not sustainable but will likely lead to agressive price war tactics in the short term. HWP has been known to suppliment their PC losses with their other businesses. They don't have the same efficiencies as Dell and for them to undercut means little to no profit. MEATHEAD

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