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


To: Meathead who wrote (23506)11/29/1997 12:59:00 AM
From: hpeace  Read Replies (1) | Respond to of 176387
 
meathead, purchase an ARS.com report and you can have your answers.
Or IDC report.
can't anyone buy research on this thread.



To: Meathead who wrote (23506)11/29/1997 11:35:00 AM
From: Rosemary  Read Replies (2) | Respond to of 176387
 
Meathead,

From today's Barron's on Dell:

"As Deere did for farm-equipment stocks, DELL Computer pulled several large tech shares up off the canvas after a bruising Monday selloff with a Wall Street-pleasing earnings report. The personal-computer maker Tuesday unveiled third-quarter earnings that had risen 81% to 69 cents a share, a penny above consensus expectations. Server and Workstation sales shone and Dell sprinkled in some magic words for Wall Street: market-share gains, declining component costs and expectations of continued strength in 1998.

Investors are increasingly viewing the PC market as dominated by the very large, elite players. So after closing Monday at 79 3/4, Dell finished the week up 4 7/16".

Nice words from Barron's, wonders never cease. They really must have liked that report and the future outlook.



To: Meathead who wrote (23506)11/29/1997 2:16:00 PM
From: jim kelley  Respond to of 176387
 
RE: Downward pressure of CPQ margins due to the Subzero PC cannibalizing their desktop market.

Meathead,

Substituting the 22% margins into the CPQ cannibalization formula yields a a breakeven on 29% instead of the 59% repeorted by Kai Uwe. The posting indicates that there is a 33% cannibalization rate which is above the 29% breakeven. Thus this would indicate some downward pressures on their margins in the desktop market due to this product category.

Jim Kelley