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

To: Chuzzlewit who wrote (33580)	3/10/1998 12:19:00 PM
From: Jim Patterson	Read Replies (2) \| Respond to of 176387

Thank you for your responce Paul. I guess I just think it is different this time. Oops, there it is. I hate that phrase. Humm..... Is it possible that CPQ's inventory actions could cause DELL to make a price change that is not related to compoment costs ? Remember Every one is talking like the inventory is old low prices stuff, But it also in in the Server market. That is what I think you guys are missing. Either way, maybe we should just agree to disagree and let the Stock prove us right or wrong. One last Q, Will Dell sell celeron machines ? Jim

To: Chuzzlewit who wrote (33580)	3/10/1998 12:43:00 PM
From: gc	Read Replies (2) \| Respond to of 176387

I would not be able to post Bear Sterns research report here since it involves copy right issue. However, I may give you my opinions on this report: Indirect boxmakers will NEVER be able to catch up with DELL's efficiency. The most indirect boxmakers can do is to narrow the gap to 3 - 4 weeks inventory vs Dell's 7 days. Dell has more room to grow with only 7% market shares worldwide and with internet rapid expansion. Most importantly, how does Dell cope with Compaq's fire sale on its inventory? Dell existed last quarter with 80% of its product lines in PII systems while most of Compaq's inventory is in older Classic P and MMX models. Overall impression? Buy on weakness.