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Technology Stocks : Dell Technologies Inc.

DELL 127.43

+4.0%

3:23 PM EST

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To: jim kelley who wrote (112875)	3/27/1999 4:52:00 PM
From: Mike Van Winkle	Read Replies (1) of 176387

Jim, thank you for your past sober analysis of Dell issues, I have been in awe of this board and posters like yourself for a long time. Jim, You mentioned, "However, DELL is more likely to take part of the margin increase and use the rest to undercut the competition prices aggressively in the marketplace." In the last conference call, Tom Merideth said that margin can be traded off for increased revenue, with net effect being an increase in earnings. That would seem to me to imply that such a trade off that you mentioned would only increase earnings/share. These numbers are not as big as talking about cold fusion but I am having a hard time understanding why people are not excited. It seems like the numbers are realistic to me. Can you help me out here? Mike Van Winkle

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