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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (97488)4/30/2002 6:53:52 PM
From: Sterling   of 97611
 
Too bad for Dell:

" ... We're very much relying on gaining market share..., Dell told analysts and investors at a conference here sponsored by brokerage Merrill Lynch."

Since they aren't going to gain the market share they are relying on, I'd expect an incremental reduction in the growth rate at Dell and further pressure on recovery in its stock price while investors observe whether or not the HWP/CPQ merger execution runs into trouble. Dell shares have held up remarkably well during this downturn in the industry. However, if HWP/CPQ decide to start blowing out their current inventory to augment cashflow pending divisional consolidation and operating unit re-focus, then the industry will have trouble gaining much price control.

The result is good for Dell if the new company (HWP/CPQ) starts to implode, but if the transition team executes well, then Dell will have a pretty hard time without seeking a merger of its own.

The landscape is changing on a large scale.
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