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

To: George Gotch who wrote (39006)	4/26/1998 1:30:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

'Just the facts ma'm'. George: You said: Is it me or am I the only one realizing that Dell prices are not as competitive as they used to be. ... Allow me to quote a paragraph I found in the recent Fortune magazine which might shed some light on your concerns.Nothing emotional here just the facts is all. 'What concerns analysts most is pricing. While Dell's machines are still cheaper than comparable ones from Compaq and IBM, it hasn't been lowering prices as fast. "Isn't price Dell's real advantage?" asks one. According to Meredith, the answer is no: "Increasingly, we find that we don't need a discount. We are winning on quality and service." But just in case, Meredith promises the analysts privately that Dell will keep its machines cheaper.'

To: George Gotch who wrote (39006)	4/26/1998 1:50:00 PM
From: Lucretius	Respond to of 176387

best post I've seen. Agree completely.

To: George Gotch who wrote (39006)	4/26/1998 6:32:00 PM
From: Jim Patterson	Read Replies (1) \| Respond to of 176387

in the early 90's MSD made a concious desesion to keep prices higher and it slowed the growth of the company. But that was then and this is now. Now MSD seems to think he can sell his machines for the same or more than the competitors an not experience and slow down. BTW, stay focused on this trend. As we get further into CPQ's Q2 and CPQ finds them selves in a position to move greater and greater quantities of machines, the gap will narrow further. JIm