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

To: Geoff Nunn who wrote (47639)	6/15/1998 11:03:00 AM
From: jim kelley	Read Replies (2) \| Respond to of 176387

Craig, Carl is basically endorsing the CPQ low end business model. This is clear from his posts on the DELL BEAR THREAD. Even so he claims there will be little or no profit in this low end. From a businessman's viewpoint, I find his thesis lacking in depth and breadth. If I believed what he believes I would be probably put my money into bonds and wait for the world to come to an end.

To: Geoff Nunn who wrote (47639)	6/15/1998 2:09:00 PM
From: freeus	Read Replies (1) \| Respond to of 176387

Excellent explanation of both the market and why lower priced PC's is not the bugaboo we are hearing over and over here. Thanks.

To: Geoff Nunn who wrote (47639)	6/15/1998 4:37:00 PM
From: Chuzzlewit	Respond to of 176387

Geoff, I never cease to be amazed at people who are active investors in the stock market and who do not have even a rudimentary grasp of economics! For whatever reason, computer professionals seem especially vulnerable to that. I did some consulting work for several small software houses and software body shops and found that virtually all of those people (I'm talking about CEOs and high level marketing people) had very distorted views on how economics works. Maybe some of those people will pay attention to the excellent lessons you've been providing them. Unfortunately, you can lead a horse to water .... One point that you made needs a bit of modification IMO. You said that businesses will not continue to sell products at under their costs. Generally speaking this is true when the entire marketing mix is considered. For example, you can give away razor blade handles and make profit on the disposable razor blades that fit those handles. The one exception to this approach seems to be Asian businesses who dump (although the economic collapse of parts of Asia may end this practice). Of course, you may argue that dumping made sense because they were subsidized either directly or indirectly by their governments. TTFN, CTC