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

To: S. Chiang who wrote (42071)	5/14/1998 1:01:00 PM
From: Jim Patterson	Read Replies (1) \| Respond to of 176387

>> I am sure DELL has seen no pricing pressure. << >>>>>>>I am, too, because Michael Dell just said "What pricing pressure?" in his last presentation. Sounded like "priceing pressure" is not in his personal dictionary.>>>>> SC, I was being sarcastic. MD not withstanding, HWP is seeing 40% price declines and is protecting it's market share. CPQ, IBM, NEC/PacBELL, GTW; all of these companies are seeing pricing pressure. The great question is: Is DELL immune? Time will tell, but many thought that HWP with only about 2 weeks of inventory was not going to have the problems that it evidently has. Remember HWP's biggest PC problems are in the Corporate Desktop. I believe that is about 70% of DELL's revenue. Jim