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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: jhg_in_kc who wrote (79926)	11/13/1998 6:12:00 PM
From: Thomas G. Busillo	Read Replies (1) of 176387

jhg, part of the game our "martyr for truth" is playing is basing his Monday's "claim to fame" on desktop unit shipments. Units. Not revs. Not earnings. The guy damn well knows DELL doesn't have a sub-$1000 desktop and whereas almost 100% of DELL's unit shipments are most likely now out of the box and on people's desks, its competitors were shipping product to the channel during a period which included the back to school season and somewhat of an "inventory snapback" from the 1st half of the year. Yet, he managed to define the battle ahead of time in terms of units knowing fully well that people on deadline aren't going to scratch there heads and think "yes, but if you look at market segmentation trends in the desktop space, their ASP's and margins, and then also consider the possibility that they can maintain growth at the high-end at a rate that compensates for the drop-off..." No. That's dry and it takes time. They want "instant sexy copy". I mean look at Eric Moskowitz. After he wrote that article last night he's probably there leaning back in his chair thinking, "This is a damn fine piece." ...when all kidding aside about his ridiculous Woodrow for Kumar, what he's produced is "communications that serves the communicator's need to produce communications". And if I have to take the GRE's and enter a Ph.D. program in Communications, Philosophy or Semiotics just to make better sense of whatever it is I'm scratching at here - I might just do it. Now that really would be "drastic" <g> Good trading, Tom

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