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Technology Stocks : Dell Technologies Inc.

DELL 121.97

+2.7%

12:20 PM EST

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To: jim kelley who wrote (41896)	5/14/1998 11:33:00 AM
From: Jim Patterson	Read Replies (2) of 176387

RE: HWP is complaining about margins and pricing pressures in the PC business. Thus it appears that they paid a big price for their awe inspiring PC market growth rate this quarter. It is clear that their business model just does not compete that well against DELL. HWP is not complaining. HWP is announcing. HWP grew it's PC units faster than anyone @ 70%. HWP cited 40% price declines. HWP's Consumer PC were profitable. HWP's desktop business was the worst off. We will see how well DELL is doing in this severe pricing market. I am sure DELL has seen no pricing preasure. Jim

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