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

To: Mohan Marette who wrote (54621)	7/28/1998 9:17:00 AM
From: Gabriel008	Read Replies (2) \| Respond to of 176387

Mohan, thanks for the info. Re. the following quote; "Richard Chu, managing director at investment banking firm SG Cowen, said that Dell's average selling prices slipped 9 percent last quarter and that he expects them to fall 12 percent next quarter." I believe this is completely wrong or taken out of context. What the writer meant to say was that these prices dropped 9% & 12% but on a year over year basis, not sequentially.

To: Mohan Marette who wrote (54621)	7/28/1998 12:20:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Good morning Mohan, An excerpt from the article: "Essentially the direct guys bought [the components] yesterday and are selling [them] tomorrow, so they can sell through the lower cost to their customers," If the analyst had done his homework the sentence would have read: Essentially the direct guys will buy [the components] tomorrow after selling [them] yesterday, so they can sell through a portion of the lower cost to their customers and pocket the rest. That's the power of JIT manufacturing in action. TTFN, CTC