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Technology Stocks : Dell Technologies Inc.

DELL 138.94

0.0%

Dec 5 9:30 AM EST

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To: rudedog who wrote (84906)	12/11/1998 12:47:00 PM
From: jim kelley	Read Replies (1) of 176387

DOG, CPQ direct program targets the small business segment(SMB). This is the segment that GTW and MUEI are after. DELL probably is getting some business there but they are strongest in the medium and large corporate accounts. CPQ has a presence in the same corporate markets that CPQ addresses. Thus, if saturation is occurring for DELL it is also occurring for CPQ. DELL is not really in the consumer market at all but GTW is in that market. CPQ's target is DELL's stock price. CPQ's product sales targets are GTW and MUEI in the small business market. Now it looks like Techdata and Ingram are going to be competing with CPQ, IBM and HWP in the white box market. This can not be good news for CPQ. The WSJ article was a public relations plant which had the purpose of trying to get DELL stock holders to sell and buy CPQ stock. This article happened after profit taking occurred yesterday in CPQ stock. The smart money is going to get out of CPQ stock before the end of the current quarter. (see- hedge fund manager's comments in the WSJ ). Regards, Jim Kelley

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