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

To: David E. Taylor who wrote (34209)	3/12/1998 11:54:00 PM
From: rudedog	Respond to of 176387

David - thanks for the lucid response, your references support your point pretty well. I picked the 7000 as a technology reference, but looking across the cpq server line there is not a lot technically to differentiate cpq, Dell, HP, or IBM (except the newer cpq machines with hot plug pci). Dell will do a lot better if desktops are the battleground. Although even in servers I have seen several studies that show dell has not only the highest satisfaction rating (product and service) but the largest percentage of people who say they would preferentially pick dell again (the 'loyalty' factor). and these are IT professionals. I think the prudent dell investor would do well to closely watch cpq server promotions over the next month or so vs what they do in the desktop space. If the pricing action by cpq, hp and ibm stays with older technology desktops dell should certainly maintain or gain share due to a better product mix. As you say, the real question is what the mix is in the channel today.