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

To: kemble s. matter who wrote (88262)	1/10/1999 8:11:00 PM
From: D. Swiss	Read Replies (1) \| Respond to of 176387

Kemble babes, I have a feeling we are going to have a great week. We will start with Motorola and then Intel. Both reports will show strong PC demand. Remember Dell swamp upstream last year in the middle of a price war and ended up realizing half the industry's growth with better profits than CPQ, IBM, HWP and GTW combined. Can you imagine what Dell will realize now that the industry is showing strong demand and pricing pressures are easing and component prices continue to fall. This benefits those with the least inventory. Since Dell has only seven days, and is working towards getting it down to four, it stands to gain most. No other PC maker can compete with Dell's direct model effectively as long as they have a distribution channel and more inventory. 1999 is going to be another great year! :o) Drew