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Technology Stocks : Dell Technologies Inc.

DELL 133.75

+2.5%

3:59 PM EST

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To: Gabriel008 who wrote (99779)	2/15/1999 7:39:00 PM
From: Buster O. Hype	Read Replies (3) of 176387

IMO, the growth spurt on the 4th quarter wasn't because of channel stuffing by IBM and Compaq. There was a real spurt on sub-1000 PC's. Just look at Microsoft's numbers. Dell doesn't want to compete on this segment. This might also explain why for the 4th quarter, Dell would appear to have grown slower that the overall market on a quarter to quarter basis. When this sub-1000 PC's first came out, Dell manage to stay in the high margin area (the $2000-$5000). But now, the high-end is going down incredibly fast in price too. At some point, do they sell only in the $1000-2000 area. The Pentium II 450's are fast approaching sub-1000. And the notebooks are getting incredibly cheap too. Sooner or later, they just have to target this market. Then they become valued just like the rest of the boxmakers.

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