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Technology Stocks : Dell Technologies Inc.

DELL 131.04

-1.6%

2:39 PM EST

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To: Knighty Tin who wrote (101754)	2/17/1999 11:43:00 AM
From: BGR	Read Replies (1) of 176387

MB, I guess you would also rather forget about the advanced mathematical abilities that you displayed in this thread. Let's take your points one by one: 1. Price war: There was always a price war going on and DELL was always pricing lower than the competitors. They relaxed that a bit in the 4Q and sufferred revenue loss (and not market share loss, which, given your mathematical abilities, I realize that you will find hard to understand). Now things are going to be back to 3Q levels. So what's new? 2. Overpriced Intel MPCs: IOW, INTC will sit back, relax and let AMD take market share away. I guess you are not up-to-date on the latest development in the INTC-AMD front and the aggressive moves that INTC in making to win back market share. Try again. 3. Insider sales: You know that it a non-issue and have said so yourself. So, found little other chinks in the DELL armour, eh!? 4. And where, may I ask, did DELL admit that things look shaky* for the Y2K problem*? 5. Lower margins: DELL CFO targets 50% of product mix to come from high margin items. So, what lower margin numbers do you have and where did you get them from? -BGR.

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