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

To: Patrick E.McDaniel who wrote (44167)	5/21/1998 5:31:00 PM
From: Mr. Aloha	Read Replies (3) \| Respond to of 176387

If you believe everyone will continue to buy computers at the same horid pace.. and all these companies will NOT AFFECT DELL by lowing prices to clear inventory than.... I guess you will sleep well. I don't have a position, I don't want a position, I'm just stating what the market sees right now. If the other guys hurt, DELL WILL eventually hurt. A computer is a computer and if the price is right they will buy from Compaq, IBM, HWP, etc.. that's how you UNSTUFF a channel etc.. This is a commodity business and the only players that really make out when something like this happens if SOFTWARE. Good luck! Aloha

To: Patrick E.McDaniel who wrote (44167)	5/21/1998 5:38:00 PM
From: Paul Merriwether	Read Replies (1) \| Respond to of 176387

<< Aloha Aloha, over simplifying a situation may help your point of view but not get at the truth. 1. Compaq has a stuffed channel 2. HWP has a stuffed channel 3. Intel reports chips sales slowing (due to CPQ,HWP clearing inventory) 4. Dell has a very good quarter Yes I see it! Dell is rocking and gaining market share. >> Patrick 1&2: A CPQ/HWP "stuffed channel" does NOT help dell. It screws them up (albeit less than it screws up CPQ and HWP). It leads to a fall in ASP since all of these companies are (rightfully) mindless about maintaining market share. 3: How do you know its only because of CPQ/HWP. Perhaps dell's growth is shrinking too? 4: Grant you that. Good, even gread but NOT stellar!(unlike its stock price which IS stellar). I am not so sure dell will keep gaining market share. hwp managed to increase units sold by 70% with pc growth rate at 15%? Alarm-bell time for dell(methinks...). best