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


To: Jim Patterson who wrote (51495)7/15/1998 6:07:00 PM
From: Venkie  Read Replies (1) | Respond to of 176387
 
Well Jim...I hope you are happy and own plenty of Dell..Donot sell..Whatever you do..Talk to Sig and see what the gourd says.hell!!If the internet stocks can do it then we sure can and are.Your little girl can go to Harvard with my Grandson..
Be Happy.......Got milk:)



To: Jim Patterson who wrote (51495)7/15/1998 10:58:00 PM
From: Jose A. Almodovar  Read Replies (2) | Respond to of 176387
 
Jim, would appreciate your view on DELL's price for Monday 7/20/98 under the following scenarios:

1)The Board approves the increase in shares and announces a 2 for 1 split.
2)The Board approves the increase in shares and does not announce a split.
3)The Board rejects the increase in shares.

LONG ON DELL and VENKE would also appreciate your comments

Good luck to all the longs....



To: Jim Patterson who wrote (51495)7/16/1998 12:43:00 AM
From: Achoo  Read Replies (2) | Respond to of 176387
 
<...The PC end is not loosing money. It is breaking even, barely profitable. The idea is to get the service deal and give the hardware away. Think cell phone...>

Jim,
Time will tell if profit margins on service will remain high enough to sustain break-even or money losing PC manufacturing operations.

Cellular phone giveaways may not be a good comparison. The phone company grossed more money on my first year's cellular phone bill than the listed retail price of the phone itself. (And I haven't done the research, but the cynic in me assumes that the actual cost of the cell phone is a bare fraction of its listed retail price.) There's no way to make that kind of service to purchase price return in computers, especially as you move into the high end computing solutions where a server can cost several hundred thousand dollars and up.
MarkN