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

To: Mohan Marette who wrote (46651)	6/8/1998 11:01:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176388

Mohan, Hi!!! Yes, it was you that first posted the announcement : MICHAEL DELL VOWS TO END SERVER RIP-OFFS.... April 15th....by John Dodge PC WEEK and Charles Cooper ZDNN his next initiative is to "expose the great crime" surrounding the overpricing of PB-based servers while also noting that PC demand remains strong..."Our production lines are rolling"........ At the same time, Dell fired a broadside at his chief rivals,saying computer companies are ripping off corporate customers by overcharging consumers for servers built using "industry-standard technology" "Our pricing (on servers) is based on our cost," saying his rivals make 60 percent on their profit on servers although the products represent 20 percent of overall sales...."WE WILL REDEFINE THE VALUE EQUATION ONCE AGAIN. THE INDUSTRY AVERAGE INVENTORY (for channel based PCmakers) IS 80-100 DAYS. OURS IS 10 TO 15 TIMES LOWER THAN THAT. INVENTORY DEVALUES 1 PERCENT A WEEK." Also the announcements since then by analysts have predicted this slid in servers by CPQ and others...I could post some of the comments but am quite sure you get the point....the price reductions are of no big surprise if you just read this thread.... Also of note in this article was the question posed to Michael abut retirement....that is Andy Grove is slowing down....why shouldn't he...."he (Grove) is old enough to be my father," "I have the greatest job in the world." BUY MORE DELL Best, Kemble