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Technology Stocks : Dell Technologies Inc.

DELL 140.63

+1.7%

Dec 10 3:59 PM EST

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To: James Curry who wrote (52660)	7/20/1998 5:55:00 PM
From: D. Swiss	Read Replies (3) of 176387

IBM up 7/8 in after hours trading. IBM sees problems of the first half (i.e., pricing) getting better in the second half. As I said to my favorite Dellhead companions last week, if Dell can make more than IBM, CPQ, HWP & GTW combined during a price war, can you imagine how much they will make when pricing pressures ease. Additionally, Dell will continue to have a pricing advantage if for no other reason that components prices come down at the rate of 1% per week. So let's do the math. If CPQ no has only 40 days of inventory and Dell has 7 days, Dell has a built 5% price advantage before we start talking about the middleman mark-up which the Dell direct model doesn't have and IBM, CPQ and HWP do have. One thing is clear, WE'RRRRRRRRRRRRRRRRRRRRRRRRRE RICHHHHHHHHHHHHHHHHHHHHHH!!!!!!!! :o) Drew

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