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

To: Paul Merriwether who wrote (33438)	3/9/1998 6:58:00 PM
From: qpd	Read Replies (3) \| Respond to of 176387

Dell says it's going strong Company exec says industry is solid, despite tech stock slump Tech stocks spoil the day March 9, 1998: 6:21 p.m. ET Compaq stock staggers PC makers hold heads high Dell Computer Corp. More related sites... NEW YORK (CNNfn) - A Dell Computer Corp. executive Monday said demand is strong in the PC market, despite the tumble tech stocks have taken in the last week. Speaking at a conference call hosted by Bear, Stearns & Co. Inc., Dell Chief Financial Officer Tom Meredith said his company is in a position where it can gain market share worldwide.

To: Paul Merriwether who wrote (33438)	3/9/1998 7:09:00 PM
From: jim kelley	Respond to of 176387

No gloss over.... I did not mention it because the WSJ indicates that the pressure is in the server systems > $ 10,000. DELL is not in the high end server market as defined by the WSJ article. They are considered low to mid range server. IBM hurt CPQ pretty badly in this product arena. If DELL is staying within its normal price/cost band then this is not is not a price war to them. However, I concede that CPQ may feel that they are at war because of their inability to efficiently compete due to their inventory bloat and inefficient manufacturing cost structure.