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Technology Stocks : Dell Technologies Inc.

DELL 141.72

+2.1%

2:31 PM EST

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To: Diamond Jim who wrote (101765)	2/17/1999 11:35:00 AM
From: Mohan Marette	Read Replies (2) of 176387

Jim: I don't think MD dodged the question,he did say they could have added another half a point to their growth rate if they wanted to from the Q4 rate of 3.5x the market but 'blinked' was the term used by Tom Meridith. He was trying to drive the important points home instead of joining the spin-meisters about couple of hundred million dollars they could have had but didn't,a good CEO will emphasize the positive instead of dwelling on the perceived minor glitch in execution,it wasn't even an issue of lack of demand but rather a pricing issue. The point is,being the most efficient manufacturer of PCs they have the cost advantage to compete with anyone in the industry but they did not use this advantage to the fullest extent during the last 3 weeks of the quarter.The spin-meisters have been beating this thing to death for the last few days and I don't see the point in Michael Dell joining them and repeat what has already been discussed at the conference call yesterday. The business model is in tact and that is the main point and no the bottom hasn't fallen off yet. Just some ramblings.

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