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

To: Venkie who wrote (33935)	3/11/1998 6:33:00 PM
From: jim kelley	Respond to of 176387

Venkie, Thanks for clarifying why I am long DELL. It must be due to my red nose pitbull. Incidently, she was wrestling with a 75 lb male German Shepherd which thought it was hot stuff. She ended up completely dominating him by the end of the day. Hmmm.... reminds me of Ekhard.

To: Venkie who wrote (33935)	3/12/1998 5:02:00 AM
From: Bilow	Read Replies (1) \| Respond to of 176387

Regarding the price war dog fight comparison. First of all, it's a pretty sick comparison. Who would want their dog to get in a fight? Even the winner comes out wounded most of the time. And against four or five other dogs it's pretty much a done deal. Hmmmm. Maybe the comparison is a good one. The word from both HWP and CPQ is that they are going to get DELL. A note: The BTO technique has its best utility when prices are dropping fast. When pricing is stable or (god forbid) rising, it loses part of the advantage of keeping smaller inventory. For instance, you can get a better deal with your suppliers when you agree in advance to pricing and quantity. -- Carl