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Technology Stocks : Dell Technologies Inc.

DELL 119.41

-2.7%

Nov 19 3:59 PM EST

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To: Chuzzlewit who wrote (130765)	6/3/1999 5:11:00 PM
From: BGR	Read Replies (1) of 176387

CTC, Even I agree that it is an impossible challenge to fulfill. Given that, I would be happy if DELL were to maintain margins by moving higher up in the server/storage domain and not try to generate a lot of revenue and very little earnings from the lower end (free PCs and all). IOW, I would prefer DELL to act as INTC in the 80's when it quit the memory business altogether and concentrated on the higher margin CPU business. -BGR. PS: I do not quite agree that in the business segment PCs are fungible, yet.

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