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Technology Stocks : Dell Technologies Inc.

DELL 125.07

+2.1%

2:38 PM EST

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To: kaka who wrote (170744)	8/28/2002 10:56:25 AM
From: Herschel Rubin	Read Replies (4) of 176387

The time for DELL to take market share from HPQ is rapidly ending. That explains why DELL is down significantly relative to HPQ (which is currently trading up slightly). HPQ is getting their house in order and will stage a price war to win back turf from DELL. The notion that DELL could continue the same rate of market share increases was predicated on the assumption that HPQ's merger integration problems would continue indefinitely. Well, HPQ's integration seems to be moving right ahead and HPQ will gain back some more turf... this time at DELL's expense. Not hyping HPQ, by the way... It is just so apparent that DELL's market share gains are going to be much harder to come by.

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