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Technology Stocks : Dell Technologies Inc.

DELL 120.49

+0.7%

Jan 16 3:59 PM EST

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To: kemble s. matter who wrote (26399)	12/29/1997 11:55:00 AM
From: John Chen	Read Replies (1) of 176387

Kemble, I may buy if I see DELL can win in the SERVER market. I believe selling PCs alone is not enough to make good money anymore. The pricing is the concern. If ctx/legend/Korea churnk out low price P-IIs, the ASP is on down trend. The NC is not a come and go thing. The reason for this time is probably caused by MSFT's monopolistic gesture to the world. WinXX is 'all of me and none of you environment', MSFT leaves the corporations with no choice but find their way out with NC at the time the technology is maturing enough to make it possible. There is no reason to have duplicate hardware/software on every PCs. winXX is not designed to accomodate that. I rather be late than early to buy in DELL/CPQ even knowing the January effect is coming.

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