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

To: Irish King who wrote (32957)	3/7/1998 6:52:00 PM
From: MichaelW	Respond to of 176387

Consumers (that is, mom & pop) make up a small % of PC sales. I think you'll find most of Dell's success in the corporate PC environment, servers, workstations, etc. Year 2K, internet explansion and transition to NT all contribute to strong PC sales. Corporations, not mom & pop, buy 40 PC's at a time. Mr. Bear(s), I think corporate sales will still drive the PC market. You could take the view of some analyst if you want. That's free advice, take it from where it comes from. Me, no fear!

To: Irish King who wrote (32957)	3/7/1998 8:21:00 PM
From: Jorge	Read Replies (1) \| Respond to of 176387

Irish King.......I'm curious, do you think Michael Dell :...1) was lying when he stated Friday, after CPQ issued their warnings, that 1998 was going to be a great year for DELL, with no significant pricing adjustments.....or..2) Is an honest man but out of touch with market reality?...........George

To: Irish King who wrote (32957)	3/8/1998 2:03:00 PM
From: K. M. Strickler	Respond to of 176387

IK, The question is "How buried is CPQ in the unsold boxes?" This is all old stock, but was built while DELL was making money at that speed and size! Sure, CPQ will 'dump' the price, but at some point the public 'sees' this a 'dumping' and they don't want to but the 'pig in a poke' that they are starting to perceive! As the 'first' batch is 'sold', and the price is dropped for the second batch, the buyers of the first will feel that they were 'burned', and some of the possible second batch will NOT BUY because they fear that the price will drop again, and they can get a 'better' deal by waiting! All this time the speed increases, more memory, more disk, DVD - whatever, and pretty soon, somebody is 'eating' the old 'stock'! I think that CPQ will survive, and eventually get the channel clear, and I have to remember that CPQ makes in 1Q what DELL makes in 1Y! Pretty impressive! Thoughts, Ken