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Technology Stocks : Dell Technologies Inc.

DELL 125.97

-1.0%

3:59 PM EST

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To: yard_man who wrote (103147)	2/19/1999 6:31:00 PM
From: Chuzzlewit	Read Replies (1) of 176387

Tippet, think I'll wait for the next IDC reports to form an opinion. Resellers have been getting hit because of the move to try to sell direct. Didn't IM start a line of white boxes? Maybe those weren't met with much enthusiasm in the market place. On the face of it CPQ had a nice sequential bounce but they sell via channels, so who knows? It will be much easier to assess after next quarter's results are in. GTW showed a nice bounce in units sold, and they are selling direct to the retail market. Why would Michael Dell admit that he had been too slow going after the lower priced markets, if he didn't think that is where future growth was going to be? I don't recall an "admission". I could be wrong, but my sense was a reassessment. The issue is not growth in units, but growth in profits. It makes little sense to enter a market place with little or no profit. Frankly, I'm not thrilled with the idea because it could well be aimed at first time buyers with little or no computer skills. That could wreak havoc on customer service people. Maybe they would need a manual the read like Dick and Jane Buy A Computer The speciousness of the argument is in neglecting seasonal trends. What is inescapable is that Dell had the smallest Q4 sequential increase since 1995. My belief is that the revenue "shorfall" was the result of the failure to be aggressive in pricing, rather than a fall off in demand. In any event, time will sort this out. TTFN, CTC

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