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Technology Stocks : Dell Technologies Inc.

DELL 120.49

+0.7%

3:59 PM EST

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To: Jack T. Pearson who wrote (34414)	3/15/1998 4:58:00 PM
From: ratan lal	Read Replies (1) of 176387

Jack If you were correct on 2 & 3, Dell's sales and earnings would not be growing at 50%+ per year. Margins are not declining either. I believe the question was for 3 to 5 years from now. More than 50% of sales is in 'White boxes'. These will increase. Read about the config centers being set up by Ingram Micro. Ypu are wrong to think that others are going to let Dell just rake in profits without trying to cut into his business. He cut into CPQ. ratan

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