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Technology Stocks : Dell Technologies Inc.

DELL 122.70

+0.2%

Nov 18 3:59 PM EST

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To: Chuzzlewit who wrote (130765)	6/3/1999 5:12:00 PM
From: Ian@SI	Read Replies (1) of 176387

CTC, I believe that Dell has the lowest cost structure for building PCs (at least among the top 5). e.g. - IBM with the highest prices lost nearly $1B last year. It would seem to me that Dell would fare best in a price war. ... not that I'd like to see one. It's just that the other suppliers know that Dell will remain profitable longer than they will. As long as Dell remains the least cost producer without a monopoly share, they can make their numbers by reducing prices. The trick is for them to innovate sufficiently to keep their prices and margins up. JMHO, Ian.

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