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

To: Watchtower who wrote (32793)	3/6/1998 7:17:00 PM
From: Rio Jangada	Read Replies (2) \| Respond to of 176387

DELL's margins (earnings) are being squeezed. There ain't no way around it. DELL's comments today do not address this! (They only address demand.) RJ

To: Watchtower who wrote (32793)	3/6/1998 7:25:00 PM
From: Bill Murphy	Read Replies (3) \| Respond to of 176387

WTC, you make too much sense. Just tell them that both CPQ and DELL sell computers, but the little pieces that go inside those computers are different. The CPQ's sitting on store shelves do not compete with DELL's target market. Why do these people think that this is going to cause price competition with DELL? THEY ARE TWO DIFFERENT FREAKING MARKETS! If and when PC sales slow down in DELL's market, DELL will have problems, until then who cares.