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Technology Stocks : Dell Technologies Inc.
DELL 122.55+4.4%Nov 21 9:30 AM EST
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To: Chuzzlewit who wrote (45381)5/29/1998 6:28:00 PM
From: jim kelley  Read Replies (1) of 176387
 
CTC,

Excellent post. I would like to add some other issues to the discussion.

It appears that HWP, IBM and CPQ went overboard defending their
server turf during Christmas last year. They reduced DELL's rate of growth in that arena by a < 1%. This is probably where they spent their war chests to buy some market share and growth rate.
Will they continue this type of tactic as we approach Q3 and Q4?

Note: there was a changeover to 100Mhz I/O in slot during the Q4-96. Now this possibly could explain the rate of growth slipping for DELL in Q4. So the effects on the channel may be felt in Q1 and Q2.

The situation between India and Pakistan is very disturbing. The hatred between the countries is irrational and extremely dangerous since it now involves the threat of nuclear exchanges. The consequences of such a dire scenario would affect the entire world and the stock market. As yet there has been no credible international policy formulated to deal with this political madness. Thus we have a new wild card for this year at least if not for the decade ahead.

The delay in the introduction of MERCED may be advantageous.
The reason is the system configuration testing may easily take 6-9 months for each OS. This actually is a small amount of time. So this delay may lead to a less troublesome roll out of MERCED products.
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