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

To: Chuzzlewit who wrote (72090)	10/14/1998 6:46:00 PM
From: D.J.Smyth	Read Replies (2) \| Respond to of 176387

chuz, what was said at the Alex Brown conference was that SOME component prices were firming while OTHERS continued to fall (they would not specify which). it wasn't Michael Dell speaking either. Dell maintains that component prices have been falling 1% a week this quarter (last quarter it was only 1/2%, so they were seeing an increase in the rate of falling prices). This was also stated, but not reported.

To: Chuzzlewit who wrote (72090)	10/14/1998 7:13:00 PM
From: jhg_in_kc	Read Replies (2) \| Respond to of 176387

Chuz, in light of Darrel,s response to you about the firming of component prices, do you still believe this is the first negative on Dell you have seen and, as I am a worrier by nature, just how important is this issue? It would seem to me it is not as important as say Dell not growing as rapidly as in the past or losing market share. If component costs firm isn't Dell in a better condition than competitiors with a different business model? Or is Compaq in a suddenly better position because it has components on hand that it bought more cheaply in the past? (they will have of course depreciated by a certain per cent each week) Is this component price "firming" a new issue? Has it never happened in the past? jhg