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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: Patrick E.McDaniel who wrote (44167)	5/21/1998 5:38:00 PM
From: Paul Merriwether	Read Replies (1) of 176387

<< Aloha Aloha, over simplifying a situation may help your point of view but not get at the truth. 1. Compaq has a stuffed channel 2. HWP has a stuffed channel 3. Intel reports chips sales slowing (due to CPQ,HWP clearing inventory) 4. Dell has a very good quarter Yes I see it! Dell is rocking and gaining market share. >> Patrick 1&2: A CPQ/HWP "stuffed channel" does NOT help dell. It screws them up (albeit less than it screws up CPQ and HWP). It leads to a fall in ASP since all of these companies are (rightfully) mindless about maintaining market share. 3: How do you know its only because of CPQ/HWP. Perhaps dell's growth is shrinking too? 4: Grant you that. Good, even gread but NOT stellar!(unlike its stock price which IS stellar). I am not so sure dell will keep gaining market share. hwp managed to increase units sold by 70% with pc growth rate at 15%? Alarm-bell time for dell(methinks...). best

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