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


To: Jim Patterson who wrote (25814)12/19/1997 1:53:00 PM
From: hpeace  Read Replies (1) | Respond to of 176387
 
JIm..
1. where have you been...dell has had two 2 for 1 splits in 24 months
.......so had the points up.

2. okay..I sent you a buch of forward looking...please send me all the forward looking facts you are talking about..
that's what I'm looking at.forward looking... send them to me..
I'm all ears and I will wait for these froward looking reports.

3.cpq's 10q's doesn't say that networking is casuing the GM rise...
go read the 10q's and then tell me again... it isn't networking,,,
that may be low margin.. look on page 9 of their last 10q and you see that options and tandem was the reason for the last bump in margins..
the others show servers and options.

4.okay we'll take the p200(compromise) I have the p233 prices somewhere else...it's tell you what the actual price drops are since you tend to wing it. dec p200 was $2400 now it's $1175.

you left out what does a proliant 5000 loaded cost...

also, please post proof that network prodcuts are the reason for cpq's margins when cpq says something else...
this isn't going to work if you wing it...
I give you the exact page(pg 9) on the cpq 10q that they tell us why the margins are rolling up last qtr...enterprise prodcuts(proliant and tandems), options and logistics and asset management...those are the reasons.

so, where are all these forward looking facts...post them????????
So far you have posted none of them.