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Technology Stocks : Compaq

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To: TigerPaw who wrote (68049)9/29/1999 3:10:00 PM
From: rudedog  Read Replies (1) of 97611
 
TP -
take a look at my posts on the DELL board. I don't put much weight on the giga report per se - but taken with a number of other pieces of data, including the recent moves with IBM, it at a minimum points to an unfocused services strategy at a time when high end services are critical to DELL as an enterprise vendor.
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