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Technology Stocks : Dell Technologies Inc.

DELL 120.07

-3.1%

Jan 7 3:59 PM EST

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To: Eddie Kim who wrote (37626)	4/13/1998 2:44:00 PM
From: Lee	of 176387

Eddie,..Re;<<If you follow Compaq you will soon learn that the problem is in the high-end machines.>> I am answering this in an effort to be exactly clear on where CPQ problems lie. Do we differentiate the market into commercial and consumers? Do we assume or know that the consumer market buys mostly the sub $1k PCs? Also do we acknowledge that the commercial market buys the higher end machines? If we make this distinction, then according to CPQ announcements, they are having problems with the higher end machines. biz.yahoo.com Compaq's First Quarter To Be Below Expectations Mar 6 Mason reported that the shortfall was primarily associated with the North American commercial market This is also the product area where price cuts are occurring. biz.yahoo.com cpq announces agressive price cuts on business desktop PCs APr 13 biz.yahoo.com Compaq cuts some server, workstation prices Apr. 8 In my estimation, business desktops as well as server/workstations fall into the commercial/high-end category. Anyone, please verify. Regards, Lee

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