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Technology Stocks : Dell Technologies Inc.

DELL 125.97

-1.0%

3:59 PM EST

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To: Jim Patterson who wrote (27119)	1/8/1998 5:36:00 PM
From: Meathead	Read Replies (1) of 176387

That's silly. Be more specific and focus on GM, not a useless inaccurate metric like $ per box. What impact do you think massive proliferation of cheap PC's will have on server sales? How will the migration of all Unix tools to the Windows NT platform affect Wintel workstation sales? Where are the margin dollars of the future going to be? Since you are only interested in high volume low margin commodities, care to venture a projection for market share percentages in the different desktop price segments over the next few years? Seperate them into business and consumer classes. Call them seg 0 (<$1000) seg 1 ($1000 - $1500) and seg 2 (>$1500) That's 3segs x 2classes = 6 percentages totaling 100% of the desktop market. Start with where they are today, end up with where you think they'll be in 3 years. MEATHEAD

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