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

To: calgal who wrote (170399)	7/24/2002 7:17:04 PM
From: calgal	Respond to of 176387

jewishworldreview.com

To: calgal who wrote (170399)	7/24/2002 8:10:26 PM
From: BWAC	Read Replies (3) \| Respond to of 176387

<"It signals that HP means business and sees Dell as a competitor," IDC analyst Jennifer Thorwart told NewsFactor. "It's a blatant message [from HP] that, 'We're competing [with Dell].'" > It signals that HP is delusional. Selling the printer is not how HP makes printer money anyway. Selling the ink later is their money maker.

To: calgal who wrote (170399)	7/24/2002 8:14:56 PM
From: kemble s. matter	Respond to of 176387

Leigh, Hi!! RE: Thorwart said Dell's effect on the printer market will depend on how the company enters it. Possibilities include bundling Dell-branded printers or selling and lowering the price of such consumables as ink cartridges. While she downplayed the effect of HP's decision on both companies, Thorwart admitted the printer industry could be impacted significantly by Dell's market entry. "The only thing that [HP's stance shows] is that HP believes this is a serious threat," she said. Thanks for the link Leigh...Michael's been planning this for sometime...Really curious to see how this impacts the whole hardware industry...HWP/CPQ coming together and DELL entering the highest margin area of HWP at roughly the same time frame is gonna be fun to watch... It's a threat alright...Stealing market share from their highest marginable items and adding a possibly higher marginable item to your company... Best, Kemble