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

To: hpeace who wrote (25805)	12/19/1997 1:33:00 PM
From: Jim Patterson	Read Replies (1) \| Respond to of 176387

1) Please explain how a $75 stock goes up 270 points. I can only count 75 2) My fact are foward looking, they can't be facts yet. I may be right or wrong, but it looks like some are starting to agree with me. 3) CPQ's margins are rising because of new products. ie network products. 2 years ago, CPQ said, Hey, thoes network guys are making 50% margins and we are only getting 20%. We could buy some PLD and ASICS and make out own networking stuff give it away @ 35-40% margin and help our bottom line :) Then the networkers started to see their first hickups. 4) your P166 cost expample is not very good. A better comparison would be to compare it to a P233 MMX for $1200. 5) IMO INTC's problem of too much horsepower will become the box builders problem in ASP's. Jim