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Technology Stocks : Dell Technologies Inc.

DELL 120.60

+1.8%

Jan 9 3:59 PM EST

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To: Sig who wrote (13826)	9/24/1997 12:17:00 PM
From: Markus	of 176387

CPQ Wants a Price War? Hi Sig, New development in the boxmaker business really disturb me. 1) CPQ reserve a huge amount of credit facility. 2) CPQ just cut prices on its corporate desktop by 15% 3) DELL and CPQ are down right now. The question is does CPQ specifically targeting DELL with those moves and forseeing a cash flow crunch in the near future due to price war with DELL. I am still long on DELL Since the month of July. If you remembered I buy back my Sept 80 CALL, when DELL was $88. Now I am Long on DELL and CPQ (300 shares for each). What is your comment on those developments. Good Luck Bye.

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