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

To: John Carpenter who wrote (33158)	3/8/1998 11:14:00 PM
From: Irish King	Read Replies (1) \| Respond to of 176387

John, channel stuffing of free machines might do it, but a Dell Bull would say..."NAHHH"!!!!! Kinda like that old Saturday Night Live skit with George Wendt and Chris Farley as Chicago Bear fans...Da Boys would have a pitcher of beer in front of them and they 'd be wearing their Bears regalia and they'd be tawkin' hypotheticals..."What if Da Bears played the Green Bay Packers without using their offense, Waddya think the score would be"? There would be a moment for thought and the answer..."Bears 72-0". "Bear defense would have a field day"...(everyone raises their mugs) "DA BEARS"!!! The Dell Bulls aren't any different..

To: John Carpenter who wrote (33158)	3/9/1998 12:28:00 AM
From: Jack T. Pearson	Respond to of 176387

Compaq must cut prices to clear the inventory in their channel. The Compaq distributors and retailers will share Compaq's pain. They expect to clear excess inventory by the end of the second quarter. They must cut prices sufficiently that people will prefer their PCs to those of other vendors. I suspect this will mainly effect IBM and HP who compete with Compaq through distributors and retailers. I suspect the impact on Dell will be less significant. But a Dell, IBM, or HP shop (with long term purchase agreements) is unlikely to buy Compaq PCs just because they get a near term bargain. The discounts would have to be huge to overcome the problems associated with supporting multiple vendor products. I know my company wouldn't go for that deal. One likely impact is that Compaq shops will get a bargain if they plan to buy in the next 3 1/2 months. Some may even move up purchases to get a bargain, thereby depriving Compaq of sales in the third and fourth quarters. Wouldn't like to be in Compaq's shoes. (Wish I had bought Dell Leaps instead of Compaq Leaps last December.)