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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Jim Patterson who wrote (32782)	3/6/1998 6:55:00 PM
From: Jeffrey Chan	Read Replies (2) of 176387

Dell's comments on CPQ, looks like Dell will become the only excellent performer among the system houses. Everyone is slowing down except Dell. Does that mean Dell will be the king of the system houses? 03/06 18:00 DELL <DELL.O> SAYS PC DEMAND CONTINUES "FIRM" IN MAJOR MARKETS HISTORICAL BANDS" TRENDS ROUND ROCK, Texas, March 6 (Reuters) - Dell Computer Corp said on Friday it has been largely immune from a sales slowdown cited by its Texas-based rival Compaq Computer Corp <CPQ.N>. Spokeswoman Michelle Moore told Reuters the company was experiencing normal seasonal fluctuations in sales, but that overall "it's kind of business as usual." "Our demand in major markets is firm and no different from normal seasonal patterns for us," she said. "Their (Compaq's) announcement raised a specter in the marketplace that frankly we're not experiencing," Moore said after Compaq reported its first quarter earning results would be disappointing. "We are neither feeling nor creating particularly unique price pressure at this point in time," Moore said."We continue to price within our historical bands and we continue to price to our cost structure." "Basically, we're feeling about as good about our model and our direct (sales) approach as we ever have ... we're not seeing anything unusual in our business trends right now," she added. Compaq said it would initiate price cuts to clear inventory, but Moore said that was unlikely to influence Dell's business plan. "We don't tend to react to them anyway," she said.

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