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

To: jef saunders who wrote (42122)	5/14/1998 5:20:00 PM
From: Jim Patterson	Respond to of 176387

re:<< jim, on cnbc today, an analyst said that dell was the cause of hwp's problem! he mentioned how dell was such a low cost provider, and have caused others' problems as well.>> Yes, and another guy said the problem was Printers, which were actualy improved. I read several reports that said HWP had to cut prices dramaticaly to protect market share from CPQ and IBM's predatory pricing and inventory reduction moves. Now this last one is really interesting. CPQ and IBM are supposed to have OLD OUT OF DATE inventory. HWP only has 2 weeks of inventory. So how can CPQ and IBM's price cuts on old out dated machines cause such a problem for a company with such a fresh new cutting edge inventory? I confess I don't know the answer. But I see a trend in PC land. Jim