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

To: Jim Patterson who wrote (57352)	8/10/1998 3:09:00 PM
From: Sig	Respond to of 176387

<<<<This is not a cop out. I don't remember>>> Have you considered running for a political ofifce??? SES,

To: Jim Patterson who wrote (57352)	8/10/1998 3:19:00 PM
From: jim kelley	Read Replies (3) \| Respond to of 176387

JP: Re: "This is not a cop out. I don't remember," IMO, you are coping out Patterson. You are perfectly willing to put out disinformation on this thread at every opportunity. Yet you feel no obligation to back up any of your assertions with quantitative analysis, fundamental analysis, or even your news sources. Again, you are refusing to deal with the rebuttal to your spurious arguments . CPQ is currently in deep unprofitable do-do and you are asserting that they are willing to go from no profits to a -20-25% loss per unit in order to match DELL. That is ridiculous BS. No wonder you have only a few clients left! CPQ sells 2.7 M units per quarter. They have an ASP of about $ 1926 including Tandem and their other enterprise offerings. Just a rough calculation shows that they would incur over 1B is additional operational losses this quarter if they cut prices below DELL by 10-15%. Their stock would go into the low teens and EP and EM would be history. Service revenues are about .5B per quarter. They are not growing. Also, DEC and Tandem's hardware businesses are not growing either. Nor have these companies been yet assimilated to generate profits yet. If you can not do the math yourself, why don't get someone to do it for you. Pretty disgusting......