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Technology Stocks : Dell Technologies Inc.

DELL 122.46

-8.5%

3:59 PM EST

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To: hpeace who wrote (26702)	1/1/1998 10:21:00 PM
From: Jim Patterson	Read Replies (2) of 176387

On DELL and subzero, Steve this would almost seem couter to what you have been saying. You seem to have confused me. Can I take it to mean that DELL wants to be in the low cost PC market? If they do, then why are they not there now, It can't just be the chips ? You or maybe it was Meathead said that there is no money in this market and that DELL was gong after the sophisticated highend market. As willie sutton would say that is where the money is. Won't this eat into ASP's and margins and all that stuff ? I think the Dieties are allready saying that Sub Zero is the savior to PC growth. Atleast for CPQ it is. It was sub Zero that boosted their sales and units so much in the last quarter. Forgive me if I have misunderstood something. Jim

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