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Technology Stocks : Dell Technologies Inc.

DELL 122.70

+0.2%

Nov 18 3:59 PM EST

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To: D. Swiss who wrote (35983)	3/29/1998 9:12:00 AM
From: James Fink	Read Replies (1) of 176387

D. Swiss, I mischaracterized Herb Greenberg's bearish argument concerning DELL. It is not based on bloated inventories, but on "box maker" price wars and loss of profit margins. See below: "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.'' Hope this helps, Jim Fink

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