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

To: jim kelley who wrote (42472)	5/16/1998 12:50:00 AM
From: Jim Patterson	Respond to of 176387

Jim, You are right, DELL is immune to any and all problems that are in and around the PC industry. DELL fears nothing. So INTC can now make more chips with its 2.5 micron production facilities. Oh MY GOSH! What can INTC do? How about shut down an old plant. That is what they have done in the past as they move from one generation of manufacturing equipment to the next. INTC has two choices, Cut production and give up market share, or Cut prices agresively. INTC is not gooing to give up market share willingly, IMO. So expect prices to fall. You think that is great, but at some point, a customer is going to ask, Why am I paying DELL $2200 for a machine when 5 other companies are selling one for $1200 that is only marginaly slower. Jim

To: jim kelley who wrote (42472)	5/16/1998 1:24:00 AM
From: jbn3	Read Replies (2) \| Respond to of 176387

re CPQ, HWP earnings shortfalls Jim, As I recall, last fall or winter sometime, someone posted an article from a Channel publication which pointed out that CPQ, HWP, and (I believe) IBM were providing a war chest of rebates to their resellers to try and compete with DELL. Perhaps Kemble has the article in one of his bibles. And it seems that the DELL bears of that time argued that the competition could afford to sell at a loss because they had more cash reserves so that was the end of DELL as we knew it. Ah-yep! Yet last month Tom Meredith reports that DELL is on the verge of moving into the #2 slot. So either DELL is increasing sales and market share, or the competition ahead of it is losing it to someone else... maybe to Apple? to Zenith? to Commodore? I do enjoy flashbacks! DELLish, 3.