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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

3:59 PM EST

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To: Doug Fowler who wrote (98472)	2/12/1999 11:17:00 PM
From: Brian Malloy	Read Replies (2) of 176387

Another typical unknowing linear thinker. So, in your own words you understand DELL's business model? Then you turn around and say: "When IBM, Compaq and HP accept lower margins, it forces Dell to accept lower margins." This is not necessarily the case my friend for if it was then companies like Word Perfect, Borland, and Lotus would control PC software not MSFT. By the way you have it backwards. Because they are not as efficient companies like IBM, Compaq and HP are accepting lower margins in an attempt to be more competitive with DELL. As far as one of your other weak points. DELL does not just sell PCs they are selling servers. This arm of the business is the fastest growing with large profit margins. Lastly: a. PC & Server sales continue to grow according to Dataquest. b. DELL really doesn't play in the low profit margin under $1,250 PC c. DELL continues to take market share d. DELL is selling more servers Ipso Facto DELL's growth rate is not getting slower. Have a Great Day

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