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

To: rudedog who wrote (129324)	5/27/1999 2:11:00 PM
From: jim kelley	Read Replies (2) \| Respond to of 176387

Dog, The fact is you do not know what DELL's margins are in the consumer desktop segment anymore than you know what they are in the commercial area. All you know is what we all know and that is that margins are overall 21.5% and likely to stay that way for the balance of the year. What you are doing is putting out your WAG on the margins and pretending to be in the know. You have not done any serious analysis of this matter and it shows. Here is the skeleton of your argument: "Let's assume that DELL is no more efficient than HP or CPQ, " "It is therefore straightforward to say that overall GM =(enterprise GM * percent enterprise revenue) + " " GM is obviously putting pressure on overall margins" You have gone from your assumptions to your preconceived convictions. Great reasoning! Keep up the good work. As to your assertion: "but it might cause already overextended DELL investors to buy on the basis of a consumer product announcement which in fact might be a bad decision for DELL." I believe that all the people on these this thread are adults and are capable of making their own decisions and taking responsibility for the same. The arguments you have been making are the same as those put forth by Hpeace two years ago.