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

To: kemble s. matter who wrote (27530)	1/13/1998 9:20:00 PM
From: hpeace	Read Replies (2) \| Respond to of 176387

kemble, some of the bears are really missing out on what's happening with asia and price drops. the component costs are dropping drastically. but, companies like dell and cpq are keeping the profit as long as they can. they don't just drop their prices. they keep the profit til the weaker compnaies have to cut and then they will drop some but not all the profit they have been making. then in other cases, they will drop prices alittle again keeping most the extra profit to squeeze the weakies. the weakies are already dying out. closures happening every week world wide of pc mfg'ers.

To: kemble s. matter who wrote (27530)	1/14/1998 12:20:00 AM
From: jim kelley	Read Replies (2) \| Respond to of 176387

Kemble, The San Francisco Examiner ran the Dll ad today for Dimension and laptops. So the price cuts were coordinated with the ad campaign. In the same newspaper Packard Bell was advertising a product targeted at the DELL dimension with NEC monitors, etc., direct. I am going to check into this. I think that CPQ has some serious channel problems comming up this quarter and next. The configurability of their systems is very limited compared to DELL at their website. s---- continues to prattle on about their BTO and CTO successes and their low inventories but he has no evidence as usual. Their top channel manager left after taking over from Snyder who also left. That job must be political hell. Looking forward to a very interesting tomorrow... Jim kelley