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

To: Mohan Marette who wrote (38051)	4/15/1998 11:33:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Mohan, Hi!!! I read that article and made multiple copies...I am still jumping up and down...it is much more than a must read for us on the thread......it is another indication that Michael is on track ... he.made that call late last summer....forget the predictions for this stock by years end...BTW you chart predictions of why $96 now....do you care to revise that <<<GGGG>>>....up and away very soon...you are correct..everyone.....everyone that is...should read it...and if you don't buy more or buy it for the first time...well.....the writing is on the way... BUY DELL Best, Kemble

To: Mohan Marette who wrote (38051)	4/18/1998 10:10:00 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

I don't like the idea that Dell is going to take mid-20's margins on servers when their rivals are driving that market with 35-40% margins now. Paul and others have looked hard at what the product mix needs to be to maintain Dell's margins and keeping servers and workstations as high margin products in the mix looks like an important factor. This is a good opportunity to gain server share with aggressive pricing but if the intent is to actually drive down high-end margins, the long term impact may reduce dell's flexibility to price the lower end of their line. Rapidly expanding server and workstation sales have been a major part of Dell's profitability for the last few quarters. Great tactical play though, hit the competition when they are least able to respond, pick up share.