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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

3:59 PM EST

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To: Ian@SI who wrote (127840)	5/22/1999 1:50:00 PM
From: jim kelley	Read Replies (1) of 176387

Re: Conspiracy Perhaps a better explanation is that the analysts are concerned about eroison of profits margins in the PC business. ASP declines caused the WW PC revenues to shrink about 4% last year and companies like IBM and CPQ did not make money in the PC business. CPQ's recent shortfall in earnings and its uncertain prospects this quarter do not inspire confidence. MUEI is not doing well either. HWP, GTW and DELL seem to be weathering the environment the best. Now DELL has been making good money in this market and growing rapidly but its rate of growth has slowed to 41 % in revenues and 45 % in earnings. The fear is that there will be further slowing and possible price wars. As DELL adds to its business model there will be changes in its financial numbers. As to conspiracy..... as long as there is someone willing to buy puts from DELL why should anyone be angry. They are just making a market. The institutions get their transaction fees anyway.

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