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Technology Stocks : Dell Technologies Inc.

DELL 133.18

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Nov 28 12:59 PM EST

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To: Chuzzlewit who wrote (47485)	6/13/1998 10:17:00 PM
From: Techie	Read Replies (5) of 176387

C, if your fab last year produced 100MPUs and this year it's been only requested to produce 70, what does that mean about units shipped? What were you implying? What am I missing here? As for your reply to 3 on R&D, let me remind you that Dell isn't a Gorilla and that's FAR from being a strength. Although having proprietary technology means R&D expense, not owning it means barriers to entry are minute. ASP pressure started with AMD & Cyrix putting pressure on Intel. About 18 months ago Intel dismissed the pressure in their conference calls, 6 months ago the entire tone changed. You should know as well as anyone that Intel is always a leading indicator of what's about to come. Asian economic problems didn't help, but let me remind you that the Asians turned DRAMs into commodity WAAAAY before they had problems. So don't fool yourself into thinking the pressures would end when they get back on their feet. Tell me in 3 lines what's Dell's value added? If you have URLs I'll be happy to glance at them. Don't tell me it's their service. If Dell can hire Wang & Unisys to do service so can anyone! As for Dell's GMs, it was the mix and the fact that they passed on less of the savings from declining pricing. But the point to remember here is that they will need to get more & more competitive on pricing if they want to book sales, which goes back to my original point. If you want to see what I mean go to their site and check out their price on their Celeron based system. It's a total joke. They do that purposely because they want to push you to spend another 200-300 and buy the MUCH MORE powerful system. But regardless, the only thing that can save their butt is moving into the high end and it's dog eat dog there.

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