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Technology Stocks : Dell Technologies Inc.

DELL 133.18

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12:59 PM EST

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To: SecularBull who wrote (35076)	3/20/1998 4:17:00 PM
From: Jim Patterson	Read Replies (1) of 176387

RE: <<DELL has taken less (by choice) in terms of margins to capture market share.>>> I agree. So stop saying that they are going to do it differently this time. You just agreed with me. You are agreeing that DELL, By choice does not increase margins when there is a price cut. Because of this, EPS rises at a lower Percentage than Units sold. I am not saying that the Price cut will not increase DELL's P333 business. What I am saying is that they will make fewer Dollars per machine. Units have to grow faster, But INTC is cutting the price to "stimulate Demand." When has INTC cut the price of their flagship product to "stimulate demand" for it in the past ? Net Net, this one is bad. Jim

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