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Technology Stocks : Dell Technologies Inc.

DELL 137.47

-0.5%

10:06 AM EST

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To: Evan Cohen who wrote (33234)	3/9/1998 11:42:00 AM
From: D. Swiss	Read Replies (4) of 176387

To all: BUYING OPPORTUNITY!!!!!!!! I just got off the phone with Dell's investor relations department. Dell's pricing will be UNAFFECTED by Compaq's action. There is a new Pentium that will be released in the middle of the second qtr by Intel. This has put CPQ in the precarious position of having older/obsolete inventory with higher component costs. Remember CPQ has about 100 days in inventory versus 7 for Dell. Cpq is having the most trouble in it's consumer division or low end line which Dell doesn't have. Dell's growth in the consumer business was 98% over the same period last year with only a small reduction in average selling price versus CPQ which has experienced a more dramatic reduction in average selling prices. As far as the anal-ysts go, BT Alex Brown is being extremely conservative and is taking a shoot-first ask questions later approach or at a minimum, waiting until the fog clears. Happy investing :o) Drew

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