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To: Patrick Hennessey who wrote (49363)	10/19/1999 9:48:00 AM
From: Bipin Prasad	Read Replies (2) \| Respond to of 53903

Econ 101. Supply vs Demand. If Dell thinks he can challenge this, I'll go back to take Econ 001 (^_^). If it's bluff, it's different matter. later, InSook

To: Patrick Hennessey who wrote (49363)	10/19/1999 9:51:00 AM
From: Glen2	Respond to of 53903

>>Isn't Dell's solution a bit like chopping off your arm to save your hand?<< Customers will determine how much memory they'll buy. From a marketing perspective, I view Dell's move this morning as, "pushing on a string." However, Dell's announcement this morning wasn't put out by their marketing department. I'd bet that the sole purpose of the announcement was to attempt to hold the stock price. Unfortunately for them, the stock market and the PC market are much more sophisticated than in Dell's earlier days. Good trading, Glen