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

To: willcousa who wrote (172396)	2/12/2003 12:09:11 PM
From: kemble s. matter	Read Replies (3) \| Respond to of 176387

Hi!! RE: It is a high compliment to be enemy No. 1 before you even pull your first heist. It's nice to hear you speak with such optimism...The continual negativeness of analysts disgusts me...The sheer fact that some analysts discuss current and next quarter outlooks without discussing the future is IMO manipulation...Investors are purportedly to be included as those that don't just trade stocks... DELL has literally kicked the snot out of the competition for umpteen years...Yet, we continually hear the manipulative tones from certain "experts"...Usually during DELL's quiet period...Patterns are without question obvious... Let's now see what DELL can do to HP when the ink margins collapse...I believe the folks at DELL have vision...This isn't a scheme they're made up overnight...I personally have been aware of this move for well over a year...History has repeatedly proven that they have the ability to change their model and swing it on a dime...When DELL starts stealing from their core accounts and they are forced into selling at DELL's discount...Well, they become another victim...History tells me this model is unbeatable...Let's face it...HP is changin' their pants by the hour...You're comments are well taken...Wouldn't it be nice to have all analysts use history? IMO their credibility may return... Best, Kemble

To: willcousa who wrote (172396)	2/12/2003 5:09:20 PM
From: kaka	Respond to of 176387

HP collateral damage shows Dell carpet-bombing US with low priced PDAs theinquirer.net Rheum with a view By Eva Glass: Wednesday 12 February 2003, 19:10 A RESELLER OF PCs in an eastern state of our Union has provided me with some collateral damage that HP is providing to combat what it sees as the threat of Unholy Dell penetrating uncharted parts of the IT market. The cartoon, for those who can't afford the bandwidth to see the frames below, depicts Michael Dell, CEO of the eponymous firm, dreaming up a scheme to deliver "bargain basement" PDAs, so "squeezing every bit of cost and quality out of submissive OEM suppliers". The second frame in the cartoon shows two individuals having the life squeezed out of them by a man cranking up the volume on cost cutting. The man on the left in the vise looks uncannily like an ex-prime minister of the United Kingdom, John Major, but we are sure this is just sheer coincidence. The third frame suggests Dell is carpet bombing "inferior products across mainstream America". While the fourth shows a picture of somebody strung up by their knees so coins and money can fall out of his pockets. Last week, the INQ showed data from iSuppli which demonstrated that Dell, with its Axim range, was expecting suppliers of PDAs to show big cost cuts. Oddly enough, HTC of Taiwan was reported yesterday to have won a contract for HP/Compaq iPAQs. The final frame depicts an "offshore call center" which looks like a shack equipped with a couple of satellite dishes waiting for help from America. µ