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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: Jeff Mills who wrote (31721)	3/2/1998 5:49:00 PM
From: SecularBull	Read Replies (1) of 176387

DELL will win any price war. It is for this reason that CPQ would not start one. There isn't a price war going on now, anyway. CPQ is hurt by the bloody war being waged in the sub-$1,000 PC market. You read all of this stuff about the average price of a DELL PC dropping from year-to-year, and almost all of these people claim that DELL must be hurting as a result. The truth of the matter is that DELL's PC's are getting cheaper, not because of DELL having to reduce margins and lower prices to compete, but because the components are getting cheaper, thereby DELL passes its savings on to customers. The really beautiful thing is that the VERY short length of DELL's supply channel and internal inventory allows it to pass the savings on MUCH FASTER than the competition--> further undercutting them! The indirect model is dying a very slow and painful death.

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