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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: Jim Patterson who wrote (44436)	5/22/1998 3:00:00 PM
From: Meathead	Read Replies (1) of 176387

I'm saying Dell is maturing into a 40% Y/Y growth range. You need to understand how corporate purchases work. I have a budget and I need to make purchasing decisions within a certain timeframe. I need to upgrade my department TODAY... not six months from now when 450/500Mhz systems are shipping. If you play the six month waiting game you'll never purchase because the TCO equation doesn't change by waiting. Not only that, my competitors who buy today gain an advantage over me. I have timelines, deadlines and NT migration plans for lots of workstation users to deal with. We have product to design coupled with software vendor schedules and functionality upgrades that require specific hardware to contend with. There are many many more issues... price per box is not really on the radar screen. We don't sit around waiting for prices to drop a few hunderd bucks. When it's time to upgrade, you do it. MEATHEAD

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