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Technology Stocks : Dell Technologies Inc.

DELL 129.14

+0.6%

10:37 AM EST

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To: Key West who wrote (52689)	7/21/1998 2:31:00 AM
From: JRH	Read Replies (1) of 176387

<<<<<This is why our positive ratings (Compaq and IBM) are on stocks that have a broader and higher-margin solution* to sell in the corporate market.>>>>>>* Last night, on a local am radio station, I heard that recent outcry that cpq's most profitable sector is the sub 1k's. According to CNN and some employee at cpq, "the sub 1k's were bringing in margins in the low teens." Are they saying that they are making less than that on their higher end servers! Well I certainly am glad I own Dell! IBM is in a great position with their hard disk division and high end server enterprise. It is definitely a win/win situation for them, since even if a consumer does not buy a 6000, they are at least still buying IBM components (the majority of disks and components of disks are currently supplied to upper end servers via their San Jose operation, surprisingly one of IBM's largest revenue and margin producing operations) I would beg to differ with that assertion regarding higher margin solutions in cpq's case however. What higher margin solution? Low revenue consumer sub 1k's? What a joke. Ryan

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