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

To: Geoff Nunn who wrote (21073)	11/10/1997 10:29:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

Geoff - I would still like to see some good analysis, backed by stats, as to WHY Dell needs target first time buyers. There's not enough money in the low end for them and they don't have nearly the market share they could have in the high margin corporate sector (94% of that market is still available). MEATHEAD

To: Geoff Nunn who wrote (21073)	11/10/1997 11:24:00 PM
From: jim kelley	Respond to of 176387

There is not much profit in the <1000 PC market. CPQ had ~ 6M profit last quarter with 70% market share on revenues of close to 200 M. Some analysts are disputing even that 6m profit because they claim that CPQ is not properly allocating its overhead and service charges. Unless the low cost PC actually grows the market it is not worthwhile except as a tactical retail channel weapon. DELL is not in either market. regards, Jim Kelley