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Technology Stocks : Dell Technologies Inc.

DELL 127.22

+3.8%

Nov 24 3:59 PM EST

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To: Lucretius who wrote (128992)	5/26/1999 4:22:00 PM
From: kash johal	Read Replies (1) of 176387

LT, I am not a dell fan but bought in today. I got in a tad over 34 and wrote Jan 2000 $40 call for $5. I doubt if it will go down more than 50% off its 55 high. And it could easily hit over $40. I do think that the soho PC market is at an inflexion point and will go to a subscription model. What a lot of folks forget is that most folks when they are looking at say $30/mo for and e-machines PC/internet bundle with a 2 year committ compared to a $45 bundle from say Dell- with a 3 year committ will likely choose the Dell solution in droves. An example is buying a car. When you look at buying it with cold hard cash one's reaction is to price the thing to death. When it comes to financing it - folks look at adding a whole bunch more options and possibly an upgraded vehicle - as the cost adders are spread over a long period of time. And because Dell/GTW do not have the distribution/reseller overhead I expect them both to be able to offer such a solution very cost effectively whereas the CPQ/HP/IBM guys will have a real problem with such a model. Regards, Kash

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