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Technology Stocks : Dell Technologies Inc.
DELL 112.87-9.1%3:59 PM EST
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To: Bearded One who wrote (23918)12/2/1997 5:49:00 PM
From: Helios  Read Replies (1) of 176388
 
"Looks like an easy arbitrage here-- buy Compaq, short Dell."

Well Dell is gaining market share on Compaq in business desktop systems. This is a trend that is not likely to change anytime soon. Compaq is making money with their low end machines although this is going to show up in their next earnings statement as lower margins. Predictably this will hurt the stock price even though they are probably making a boat load of money with them. Also Compaq is strong in the high end server market. I think your strategy could break either way.
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