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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: Geoff Nunn who wrote (48815)	6/24/1998 12:53:00 AM
From: rudedog	of 176387

Geoff - I did not mean to imply that CPQ is not going after market share. They obviously care a lot about that. What I was saying is that was not the driving force behind the sub-1K commercial computers, since they cost more than $1K to produce. Sell at a loss and make it up in volume? CPQ was desperately unloading inventory of those older products and market share was well down on the priority list at that point IMO. Rumor is that there is a different reason for the assembly plant investments, something to do with shifting production, but I have only been offered the bread crumbs and have not yet gotten an idea of the whole plan. I was told that it would be pretty obvious in the next few months. I've heard that before... I will admit that I have recently heard a faint quacking sound but I'm sure it's canadian geese.

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