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Technology Stocks : DELL Bear Thread

DELL 120.60

+1.8%

Jan 9 9:30 AM EST

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To: jjs_ynot who wrote (23)	3/9/1998 10:42:00 PM
From: Bilow	Read Replies (2) of 2578

Hi dave s; I put DELL cause it has the highest P/S ratio of the major box makers, about 4x CPQ's P/S. Thus I feel it has the largest to lose in the event of a price war. Now that low end PCs are not profitable for anybody, even the low-end specialist producer CPQ, it is time to divvy up the market for the profitable PCs. It would be interesting to know what "hpeace" (ex-steve) has to say about CPQ's plans. I think I'll do a search on it. By the way, does anyone know why he changed his name? About that DELL conference call. I suspect that business has been strong - in terms of units sold. But the question is what is happening and is going to happen to the Average Sales Price. Here's a link to a report a little more realistic than DELL's conference call: biz.yahoo.com Basically it says CPQ is going to try to eat DELL's lunch. Yep. You haven't actually seen the price war yet. It starts soon though. And CPQ has preannounced a non-profitable quarter, and that they intend to go after market share. So good bye margins on high end PCs. -- Carl

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