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Technology Stocks : Dell Technologies Inc.

DELL 133.92

-4.9%

3:59 PM EST

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To: JAMES BORECKI who wrote (107396)	3/5/1999 8:30:00 AM
From: Mohan Marette	Read Replies (3) of 176387

James: If you watched NBR last night (I posted the transcript last night here) it would have told you that it was very likely that IBM was and is losing money on the PC business and the speculation was that Dell might end up making PCs for IBM as they concentrate more or their service and component part of the business.Whether the OEM deal turns into something more (I think it will) at this point is mere speculation,we will have to see. One thing is for sure,when it comes to marketing anything particularly PCs at least IBM is no match for DELL and it is a known fact,if you noticed the Q4 worldwide PC sales stats you would have noticed IBM is not making any headway in gaining market share while Dell picked a few points, a sequential increase in market share of some 8%,quite remarkable if you ask me.

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