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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Patrick E.McDaniel who wrote (35728)	3/26/1998 4:17:00 PM
From: James Fink	Read Replies (6) of 176387

I think the Kaufmann analysis is right on target. DELL will be at $35 within 12 months. I also saw this analysis from Herb Greenberg: "Enthusiasm for all techs due to MSFT is misguided. MSFT is benefiting from collapse in average selling prices, which leads to more units, which as a monopoly is key for them. So their sales rise. But a collapse in the average selling price is not good for box makers. No one is thinking! If the price of computers fell to $400 each, more operating systems would be sold. Do you think that would be good for DELL and CPQ? Of course not.''

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