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

To: Dell-icious who wrote (44843)	5/26/1998 6:02:00 PM
From: Jim Patterson	Read Replies (4) \| Respond to of 176387

RE: Business-PC Buyers Find Price Relief As Declines Mirror Consumer Market Dell-icious, This can't be happenning. I have been saying that it was / is going to happen, and every bullon this thread has said I was crazy. Could it be that there is a thread of truth to what I have been saying for the past 5 months? I would not worry, Dell is immune to this kind of thing. Plus they just won't sell pcs at the lower prices. They don't want that business. They want only the high priced business. Don't worry, Even if this is what is happenning, DELL fears nothing. Pricing is something so DELL must not be afraid of it. I wonder how DELL is going to maintain ASP's when their PII400 is advertised below their ASP. Jim

To: Dell-icious who wrote (44843)	5/26/1998 8:12:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Next possible strategy by Compaq-Free Biz-Pcs. Dell-icious: Here is one of the answers extracted from your post. I think DELL'S ASP went down about couple of hundred dollars in Q1 vs who knows what for the boys up in Houston and the other guys.If anybody should hold up well, but not unscathed, in the PC business it's got to be DELL.That is what I think,then again I am an optimist. One catalyst for the drop was price cuts by Compaq Computer Corp. After filling up dealers' shelves in the fourth quarter of 1997, Compaq forced in the following quarter to make cuts and offer incentives to move quickly aging products. Other PC suppliers, to stay competitive, had to match Compaq.