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Technology Stocks : Dell Technologies Inc.

DELL 133.92

-4.9%

Nov 13 3:59 PM EST

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To: Jim Patterson who wrote (26617)	12/31/1997 7:03:00 PM
From: hpeace	Read Replies (2) of 176387

JIm, the issue is cpq pc's sales will increase 40-60%. Even if pc units were flat...cpq grows 50% in units. you just don't get it..do you??? Plus, pc sales are still projected to grow 11-13mm units. I wouldn't call that slow. Since I have been following this industry since before cpq and dell was public and you were in jr high then, I'm at a lost at where did you pay your dues to learn anything on the industry. You never had a job or career in MIS, you didn't work in the industry.... When did you ever have any inside info or learning experience on the industry. I bet if we go back to 1996 4q we find you saying the same things you are saying now..the same things...and look what 1997 did. histroy has proven that when the growth gets tight it actually helps dell and cpq..just researhc it. When growth slows then the cpq and dells kill the competiton. when sales are increasing drastically the weaker companies can live but in the tough times they die out and that leaves more of the pie for the dell and cpq's and they just grow more. Being on Sr. management since 1983 the above corollary has always held true. It surprised us the first couple of times that it happened, but it's happened enough now that cpq and dell are planning on even a larger share and shipping even more than before since the weaker players are already dying out. The Japanese and Koreans are weak in pc mfg'ing since they don't know how to use technology on the business side. It's why most Japanses companies earn 5k profit per employee and dell earns 20 times that. No one is saying you can't express opninions. but, just bec. you read a few books on the Wight brothers doesn't allow your Astrophysics theories to be correct.

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