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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: Boplicity who wrote (75812)	10/30/1998 11:56:00 AM
From: MulhollandDrive	Read Replies (1) of 176387

Greg... >>The others PC corps. are stuck with the re-sellers.<< I watched the EP interview on CNBC this week and his opinion was that there would always be a need for retail. I agree with that. While experienced computer users have no fear or concern about buying pc's direct, the first time buyer more often than not wants to "see and feel" what they're getting. I think the last time I heard only 20% of American homes have pc's, so that market is huge. On the down side though, the first time buyer is most likely looking at the sub 1000 machines. Whichever company makes the strongest inroads in the first time buyer market has the edge on the upgrade cycle, assuming customer satisfaction. bp

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