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

To: Ian@SI who wrote (130814)	6/3/1999 5:36:00 PM
From: rudedog	Read Replies (2) \| Respond to of 176387

Ian - Look at the %revenue from PCs at DELL. Now look at the same percentage for IBM, HP and CPQ. The reality is that IBM and HP have managed to lose money (or make no money) on PCs for a while, and CPQ has been doing a good imitation for 18 months. If they maintain their other business segments, they can go pretty far down on PC prices and still stay afloat. DELL can not. In a price war, it doesn't matter that DELL is the low cost PC producer - they need to maintain profitability and at the moment PCs are it. A PC price war would damage DELL more than its competitors as long as DELL's business is primarily PCs and their competitors business is not.