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

To: Techie who wrote (46840)	6/9/1998 10:55:00 AM
From: D.J.Smyth	Respond to of 176387

<<The fact that they wanted this piece and couldn't get it says competition is getting tougher for them. Beginning of a trend?>> Dell's main problem is estabilishing resources to fill the demand that is there, i.e., there's too much demand for their products. If business is getting "tougher" it would be in this context. Demand could get too intense, not underwhelm.

To: Techie who wrote (46840)	6/9/1998 11:01:00 AM
From: Fangorn	Read Replies (1) \| Respond to of 176387

Techie, The BA rumor got started because BA is taking some IBM machines under an old contract they inherited when they bought Macdonnel Douglas. DELL has lost no business and when this contract expires DELL will probably get that business too. With all your spinning you must be a little dizzy. Don't fall down. As to Matt Kaarlela's claim that DELL has changed tactics lately...you just make it clear you haven't followed DELL very closely.

To: Techie who wrote (46840)	6/9/1998 11:02:00 AM
From: SecularBull	Respond to of 176387

Techie, your latest post confirms that your argument is emotional and devoid of relevant facts. If you're going to talk about your "information", then back it up. Otherwise, give it a rest. The thread doesn't need unqualified banter. If you've got something relevant to say, then I (and we) welcome it. On the subject of competition, I'm glad there is some. Otherwise, the Justice Department might be knocking DELL's door down next. It's shameful that successful companies are penalized for their success. LoD >>You are the insider, you tell us exactly what piece. I'm not that interested to know the details. Business lost is business lost. The fact that they wanted this piece and couldn't get it says competition is getting tougher for them. Beginning of a trend?<<

To: Techie who wrote (46840)	6/9/1998 11:06:00 AM
From: JRI	Respond to of 176387

<<The fact that they wanted this piece and couldn't get it says competition is getting tougher for them. Beginning of a trend?>> No Techie, the fact that CPQ, HP, and IBM made no money selling PC's in the first quarter means that the competition is getting tough for them. Regardless of the BA issue, Dell will continue to win a lot of big contracts, will lose a few, or parts of a few, along the way, but on balance, be way ahead of the competition. IT IS LUDICROUS FOR YOU TO STATE THAT THE LOSS OR PARTIAL LOSS OF ONE CONTRACT MEANS A TREND. THIS IS LIKE SAYING A ONE-GAME LOSING STREAK. IMO, you need to work a little harder and come up with some more sophisticated arguments than that (and MD is selling 1.2 million shares) if you want the rest of us to take you seriously.