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

To: rudedog who wrote (36058)	3/30/1998 10:53:00 AM
From: Fangorn	Respond to of 176387

Rudedog, Both machines in the story have dual processors. Did you include that in your figures?

To: rudedog who wrote (36058)	3/30/1998 10:53:00 AM
From: jim kelley	Respond to of 176387

Dog,, Checkout the price reductions in monitors. They have been quite severe over the past few months. One of the workstations quoted has two monitors with the Appian card. Now SIT....

To: rudedog who wrote (36058)	3/30/1998 10:53:00 AM
From: Sr K	Read Replies (1) \| Respond to of 176387

With cost savings of $550 and gross margins of 22%, Dell can cut prices by $705. The difference to $723 is easily explainable by either anticipation of further cuts or other cost differences, including manufacturing efficiencies. I don't think Dell is cutting into margins.

To: rudedog who wrote (36058)	3/30/1998 8:31:00 PM
From: jim kelley	Read Replies (2) \| Respond to of 176387

Dog, Here is a bone for you to chew on...... The price reductions in the 21" monitors used on the workstations has come down $100 per monitor since January. Since there are two monitors the savings is $200. I got these numbers from the January and March DELL Business catalogs. So we can account for $ 750 in cost savings at least. Since the reduction is $ 723. It appears that DELL is at least maintaining its margis and may be actually improving them in the workstation segment of the PC market.