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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: GVTucker who wrote (161158)	9/27/2000 9:46:18 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

Price cuts making headlines are a bullish sign IMO. If we go back a little ways, we see that over the last year as Dell's growth curve flattened out, price cut announcements virtually disappeared. Prior to that when Dell was growing in excess of 40%, price reductions were regularly making headlines almost weekly on Yahoo. The ironic thing is that back when Dell was regularly dropping prices, the bears continually claimed it was an act of desperation, they were losing mkt share, could not compete etc. etc. Wether this is a sign of trouble or not we wont know for a while. But history would suggest that this is indeed a bullish sign and that the component pricing environment has turned to Dell's favor. We all know how Dell's model takes advantage of this situation. I think what many failed to realize was just how sensitive and vulnerable Dell's growth model was to supply constraints. Now we know. It's not that bad and they don't loose money... they just don't grow very fast. MEATHEAD