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Strategies & Market Trends : APMP (formerly APM)
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To: AlienTech who wrote (10225)3/7/1998 12:10:00 PM
From: marc chatman  Read Replies (1) of 13456
 
>>DELL says there is no problem but does this remind anyone of WDC and QNTM saying there is no problem last year?<<

Exactly. The only difference is that DELL could run up 30 pts. before it gives any hint of weakness. That would burn (and has burned) more than a few shorts.

My feeling is that even though DELL has the advantage of a build-to-order model, if the channel is stuffed with Compaq's, etc., and prices are lowered to clear the channel, there should be some impact on DELL's volume sales.
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