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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

3:59 PM EST

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To: AlanH who wrote (59314)	8/18/1998 10:51:00 PM
From: Jorge	Read Replies (1) of 176387

AlanH....I'm no expert, but it seems to me that if component prices begin to increase it wouldn't take long for those price increases to reach other PC makers...In other words, the component price increase would put DELL behind for maybe a month, then other companies are going to be competing on the same component pricing in short order...Margins could be squeezed, but it wouldn't last long. Even in a real slow/flat component increase environment there are other advantages that DELL has that, in my opinion is still going to be hard to beat, component pricing being equal...For example, Quick turnaround from order to delivery. Regards, George

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