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Technology Stocks : Dell Technologies Inc.
DELL 133.78-0.1%Nov 14 9:30 AM EST
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To: Jim Patterson who wrote (26513)12/30/1997 6:46:00 PM
From: Meathead  Read Replies (3) of 176387
 
We've been expecting this price cut from intel for over six
weeks. This is nothing new to insiders or to those who follow
closely. When all the newbies see the price of Dell's machines
drop in the next few weeks they'll all scream Dell's margins are
crumbling because of the sub-zero.

Dell/CPQ are technology integrators. Think about their position
and it's advantage. They are the final point of integration.
They are almost like US the CONSUMER who benefit from the
competition and price erosion of component manufacturers.

The beauty at this point is that the big 4 computer makers
have such a commanding advantage now that they are going
to control over 90% of the market within the next few years.
The small outfits can't compete... and as prices drop further,
they will go out of business. Slightly lower ASP's offset by
higher volume for Dell. They may be running their factories
at 75% capacity by this time next year with a run-rate of
> 7M systems annually.

How can you keep comparing Dell to MU, WDC etc...? They are
very different, Dell is not in this "paradigm". Would you go
so far as to say that GM, FORD and CHRYSLER would be in trouble
if Firestone, Michelin, Dunlop mis-forcasted and made too many
tires?

MEATHEAD
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