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

To: jim kelley who wrote (116921)	4/13/1999 9:37:00 AM
From: Eggolas Moria	Read Replies (3) \| Respond to of 176387

James D. Poyner, an analyst with CIBC Oppenheimer, said the shift to lower-priced PCs indicates that Compaq's business customers aren't embracing machines using the latest Intel chips, the Pentium III processors, which carry higher margins. The profit swoon "says the Pentium III product cycle is a dud," he said. "This is the industry's worst fear: The corporate market is discovering cheap PCs just as consumers did two years ago." Indeed, he believes computer buyers may be stealing a trick that auto buyers began using a few years ago -- holding out for discounts. "The one thing buyers can make book on is PCs are going to be cheaper in six months. We may be into this vicious cycle of rebates where buyers wait for the rebate," Mr. Poyner said. WSJ 4/13