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To: The Perfect Hedge who wrote (36553)	3/11/1998 12:34:00 PM
From: Nemer	Read Replies (2) \| Respond to of 58727

GD: SPX is nearing my strong pivot point of 1066 and has been swiftly dropping for the last 45 minutes. ..... (seems as if that was also the Magna Carta date, or so I recalled, when I posted it.....gggg) and the next twenty or so minutes should declare a direction for the upcoming hour or so, after the direction has been decided. above 1066 = up below 1066 = down during the time I was typing this post , there is a bounce upwards of a tad bit of strength Regards---Nemer

To: The Perfect Hedge who wrote (36553)	3/11/1998 1:46:00 PM
From: Electric	Respond to of 58727

Interesting perspective. It eliminated the philosophy that DELL has a competitive advantage, a process superiority, and assumes that CPQ and others can attack DELL's strength, and it also eliminates the benefit of inventory turnover, so as prices on components are reduced DELL benefits without carrying obselete inventory, which will effect the bottom line in the future, and assumes that the others are capable of making systems to specifications on demand and do it quickly. I say CPQ cant, IBM cant.. if they want to invest and attack DELL it isnt going to happen overnight and it isnt going to be cheap to make a BTO system. Until they do, advantage DELL. Dell has always said their niche is in the BTO segment, people will only buy 1 cheap computer without service contracts to save $$$ and realize that one gets what they pay for. I say DELL continues on. Let him buy puts..lol It isnt pricing that will sink DELL it is if others can duplicate their process. If input prices drop, margins rise, even if the Co drops prices. CPQ has a backlog of materials, and a slow turnover ratio.. just MHO... :}