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

To: John Chen who wrote (25167)	12/15/1997 10:38:00 AM
From: Boplicity	Read Replies (1) \| Respond to of 176387

Wow John, Fascinating concept. All hell would break loose if DELL did. Greg

To: John Chen who wrote (25167)	12/15/1997 10:42:00 AM
From: McNabb Brothers	Respond to of 176387

John, I sure wish DELL would sue the others that you mentioned! Hank

To: John Chen who wrote (25167)	12/15/1997 10:53:00 AM
From: Fangorn	Respond to of 176387

John, DELL won't sue but maybe the shareholders of these other companies should.

To: John Chen who wrote (25167)	12/15/1997 12:30:00 PM
From: jbn3	Respond to of 176387

John, 1. Don't know if DELL could sue the others for dumping. 2. Even if it could, it shouldn't. Legal costs would eat up our profits. 3. DELL still has the price advantage -- it can still make reasonable profits at the point where the channel goes negative. 4. As much as the industry's mad scramble to copy DELL's model, the article emphasizes just how badly DELL is hurting the others. By looking at the measures to which they are forced to resort, we can measure DELL's value. 5. IMO that article is probably the reason for CPQs downgrade. The analysts can extrapolate to decreasing profit margins for CPQ. 6. The herd instinct may hurt DELL momentarily, but I view it as a buying op. 3