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Technology Stocks : Dell Technologies Inc.

DELL 120.68

+1.6%

2:04 PM EST

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To: Jim Patterson who wrote (45966)	6/2/1998 12:28:00 PM
From: Lee	Read Replies (2) of 176387

Hi Jim P.,..Re:<< But I don't think any one is immune to slowing of growth in the industry and at the same time, a increasing deterioation in ASP pricing.>> Do you think that you view the PC industry as a static entity? Do you think also that ASP declines are a permanent affliction or do they vary according to market conditions and costs? Just curious because all your arguments seem to be based on the fact that the industry is static. I agree, DELL does have an advantage over their competitors. Is DELL vunerable to their tactics, I think this depends on why they are attacking. Did you even consider that Dell might be the cause of these tactical changes? Why would Dell waste their time to be on so many industry standards committees? What are the innovations just around the corner which could catapult savvy companies further? Could it be related to the news out from Sprint today? XDSL? I don't think DELL is immune to the ongoing changes in the PC industry. Maybe Dell is instigating some of these changes? Regards, Lee

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