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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: Mohan Marette who wrote (71924)	10/14/1998 2:37:00 PM
From: Patrick E.McDaniel	Read Replies (1) of 176387

Mohan, I would rather take direction from Dell than from CPQ. Dell has stated earlier in the quarter ASP may decline for desktop systems as well as portables. A net increase in portables and server sales will have the effect of raising ASP. Dell also stated with the last quarter report, Dell would be aggressive in pricing to gain market share. New products will add to ASP but will take several quarters to alter the figure directly. Providing more complete solutions to companies needs can add unit sales so is an added benefit. I am expecting a small decline in ASP but a very large gain in units. Translation= REVENUES!!!!!!!!! :o)

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