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

To: LWolf who wrote (59262)	8/18/1998 8:23:00 PM
From: Islander	Read Replies (1) \| Respond to of 176387

No malice intended or implied. I mentioned the illogical nature of how the market reacts to isolated statistics i.e."..rising margins?!?" As you know, the latter part of the piece you quoted was a separate paragraph from the article. Of course I hope our favorite flies from here.

To: LWolf who wrote (59262)	8/19/1998 1:56:00 AM
From: Chuzzlewit	Read Replies (3) \| Respond to of 176387

Laura, the fact is that lower component costs gives Dell the option, depending on what it perceives to be the market conditions, to lower selling prices to disproportionately stimulate sales which results in a higher gross profit. That is the crux of the argument concerning elasticity of demand. Many of these so-called "analysts" haven't a clue about this strategy. This inexorably leads me to the conclusion that collectively they don't have a brain among them. TTFN, CTC