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Technology Stocks : Dell Technologies Inc.

DELL 125.97

-1.0%

Nov 25 3:59 PM EST

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To: jhg_in_kc who wrote (79926)	11/13/1998 2:23:00 PM
From: Mohan Marette	Read Replies (3) of 176387

I don't know about Kumar or the other pundits. jhg: I think for Q3 Dell derived 65% of its revenues from Desktops,14% Enterprise,22% from Portable and 7% from non-system sales(periperals etc). Changing nature of the product Mix. What I see Dell doing here is that they are concentrating on higher margin products 'coz Desktop price and margin have been falling not only for Dell for the others as far as I know,this strategy makes sense to me perhaps not to Kumar and his buddies.If you notice the % of growth in desktops has been falling while growth of the other higher margin products have been increasing consistently.Well I hope you know what the strategy here is don't you? Another thing to remember is that the size of 'pie' is also growing larger for Dell,all this naturally will have an effect on % of growth for each products.I for one don't mind a bit if the % of growth for a lower margin-product is falling while growth of the other high-margin products are increasing. Makes sense to me but what do I know I am no pundit.<g> You can find all this from Dell's web site-go to Fact Sheets.

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