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

To: Kenneth Aird who wrote (119367)	4/20/1999 3:49:00 PM
From: Byron Xiao	Read Replies (3) \| Respond to of 176387

That was a great answer, Kenneth. OK, you are right about DELL streamlining the purchasing process for customers. But my question is, most people believe the capital spending of corporate IT department will slow down in the second half of 1999 because Y2K, I am looking at the problem short term. Why should I hold on to the DELL I get at 40's now?

To: Kenneth Aird who wrote (119367)	4/20/1999 5:05:00 PM
From: stockman_scott	Respond to of 176387

<<In the commercial segment which is still the bulk of Dells revenue, the price war will actually work to Dell's advantage as they can drop prices faster than anyone else without losing money. Dell is actually initiating the price war in servers and storage in order to undercut the ability of competitors to lose money on desktop PCs and make it up on high priced servers. Michael explicitly stated this plan in his book. In the business market, cost of ownership is far more important than initial purchase price. The total cost of ownership over the life of a desktop PC far outstrips its purchase cost. Dell saves their customers millions just on overhead in their purchasing departments by automating the purchase process, not to mention eliminating the cost of distributing machines to branch offices and loading custom hardware and software.>> Ken: Thanks for sharing....I totally agree with you. I'm really looking forward to DELL's ramp-up in the storage market -- its huge and DELL is the right company with the right business model to come out on top. Best Regards, Scott