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Technology Stocks : Dell Technologies Inc.

DELL 129.98

-6.2%

Dec 12 9:30 AM EST

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To: Meathead who wrote (162291)	10/20/2000 11:08:46 PM
From: rudedog	Read Replies (1) of 176387

meat - I agree. HP's showing was surprising and I suspect it was mostly in the consumer market. Clearly the strong get stronger and the weak get weaker. IBM was profitable per their earnings this week but they did it at a big cost in market share - kind of what CPQ did in slow motion last year. IBM has become almost noise level world wide while the top three vendors have 48% of the worldwide market. Maybe IBM will be "the vendor that drops out"...

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