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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: rudedog who wrote (152030)	1/26/2000 7:53:00 AM
From: Geoff Nunn	Read Replies (2) of 176387

Rudedog, Re:On a business level, I would not like to be the one to try and compete with DELL where DELL is strong - seems like a fool's errand. Does this mean you think CPQ may soon fold its tent in the commercial PC space? Things certainly don't appear that way to me. Yesterday Capellas said CPQ wants to ramp up total sales to a 15-17% growth rate. Obviously, then, he has no intention of dumping the corporate PC unit. As you know, the corporate PC division has been losing gobs of money for years. Yesterday, the picture appeared no brighter. CPQ reported $79mil. in Q4 operating losses on corporate PCs. While it is true this isn't as bad as the $225mil operating loss reported in June, I would assume CPQ shareholders take cold comfort from that. Do you think CPQ has any realistic grounds for believing it can turn things around? Is it possible CPQ shareholders are like HWP shareholders --sales growth means more to them than making a profit? :) Is CPQ an eleemosynary institution? :) GN

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