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Technology Stocks : Dell Technologies Inc.

DELL 130.66

+0.6%

3:08 PM EST

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To: Alohal who wrote (111223)	3/23/1999 3:52:00 PM
From: Eggolas Moria	Read Replies (2) of 176387

<<Yes, so what's your point?>> The same point the analysts are making regarding declining selling prices and reduced margins as the remaining players refuse to cede market share for margins. <<How long can IBM lose money trying to compete at a level where Dell makes money>> An interesting statement. If you are asking a rhetorical question, the response is: At what price point does that occur? Is IBM now selling the stated Celeron 433 at a loss? Do you have any evidence of that? If you simply mean that DELL has a lower cost of production and delivery, that's already conceded. But, that does not address the issue of margin impact. As for how long can IBM sell at a loss. Take a look at their financial statements.

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