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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: jjs_ynot who wrote (815)	5/24/1998 1:57:00 PM
From: Sr K	Read Replies (1) \| Respond to of 2578

Where did you see <<recent reports that DELL draws over 50 percent of their revenue from PC sales to individuals>> ? Even if you mean 50 percent of their PC revenue comes from individuals, where did you see this?

To: jjs_ynot who wrote (815)	5/25/1998 2:11:00 PM
From: Lee	Read Replies (1) \| Respond to of 2578

Dave s,...Re:<<The truth is found in their recent reports that DELL draws over 50 percent or their revenue from PC sales to individuals.>> In the interest of rational discussion, I think this is an incorrect statement based on Mr. Dell's response in an interview with UPSIDE.COM on March 12 this year as shown below. Who is your primary customer? Eighty percent to 88 percent of our business is with corporations and institutions--companies such as Procter & Gamble Co., The Boeing Co., Ford Motor Co. and Toyota Motor Corp. Of course, we've got all kinds of companies from [large to small], and we have education business. We have about 10 percent to 12 percent consumer [business]. URL for the interview: upside.com Dell in fact very recently initiated an ad campaign designed specifically to target the "PC sales to individuals" market. Lee