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Technology Stocks : Dell Technologies Inc.

DELL 125.97

-1.0%

Nov 25 3:59 PM EST

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To: jim kelley who wrote (361)	11/1/1996 1:11:00 PM
From: John Koligman	of 176387

Jim Exactly right - total cost is important to businesses. Yes, there are no numbers as yet, I'm not disputing you on that. All I'm saying is that the NC will get a hard hard look by corporations for the same reason that IBM has shipped around 60% more MIPS this year in the mainframe arena. If it catches on, that will be a definite impact on Dell simply due to the fact that Dell is a large presence in the corporate world. Since the big boys are already in the game, and since it's hard to imagine that the profit capability here is even as good as the average PC, it seems that the impact has a better than even chance to be negative.... John

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