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

To: Tweaker who wrote (60539)	8/24/1998 2:51:00 PM
From: MichaelW	Respond to of 176387

Re: competitors Perhaps investors won't assume Dell has trouble when they see problems with Compaq. MW

To: Tweaker who wrote (60539)	8/24/1998 3:10:00 PM
From: Tweaker	Respond to of 176387

Also from PCWEEK, Spencer F. Katt article: :"Is Intergraph cutting off its nose to spite its face? . . . Intergraph is denying Dell, the largest customer of its graphic subsystem, access to its forthcoming Wildcat 3D subsystem. Why? Because the workstation maker is tired - like IBM, Compaq and HP aren't? - of losing business to the direct marketer." Phil

To: Tweaker who wrote (60539)	8/24/1998 3:15:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

There is no substitute for selling what people want...says one. Phil Thanks for that article, allow me to highlight the best part I liked from the article and here it goes. Compaq, HP and IBM PC Co. pointed to eroding profit margins and an overall purchasing slowdown in Asian markets as causes for their poor performances this past quarter. But while they were busy explaining their results, Dell's profit margins were up by five-tenths of a point and revenues for the Asian region had grown 34 percent. "Compaq was hopping around on one leg, getting rid of older inventory, while Dell was selling what people wanted," said Mark Specker, an analyst at SoundView Financial Group Inc., in San Francisco. "There's no substitute for selling what people want."