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Technology Stocks : DELL CLIMAX SITE

DELL 160.11

-1.2%

9:30 AM EST

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To: jim kelley who wrote (78)	7/29/1997 1:29:00 PM
From: dougjn	of 158

Jim --<<The 40's something number for CPQ was their unit sales increase. CPQ added the < $ 1000 PC to their consumer products line. DELL is not in this new consumer market.>> Good point. I knew it was unit sales, and was treating that as a proxy for revenue increases, but you're right, in Compaq's case with the new sub 1k segment it doesn't make sense to do so. Probably worse margins there also. Regards, Doug

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