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Technology Stocks : Dell Technologies Inc.

DELL 119.17

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3:59 PM EST

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To: jim kelley who wrote (26189)	12/23/1997 10:44:00 AM
From: hpeace	Read Replies (2) of 176388

thread, jim finally printed a retraction of his 70% statement after 6 weeks<ggggggggggggggggggggg> he now has cpq's 3q97 sub k market about where it really was. here's his retraction below, i will not print his post that told me I was wrong 5-10 times when I said that cpq's sub k buiness was at best 57-58% and not 70%. Our debate just kept going on with me posting facts and his post of "you are worng" with no facts. Even when I tried to give him an out by saying "it's easy to be mislead by news reports and they are incorrect 50% of the time. ( there was a report that was very inaccurate and another that was misleading) To that his repsonse was " you are wrong"..... SO NOW HE FINALLY POST CPQ'S SUB K 3Q BUSINESS AT 50-60%. Which means " he's got it right finally". So what will be his response to this post........ I'll give you three guesses and it's 3 words " you are worng". lov ya Jimbo... thanks for the reaction...i mean retraction.<gggggggggggg> here's his cpq sub k retraction below and he just made it. You know what he left out..Cpq dominated the 2000-2500 dollar boxes in the latest spot check in 4th q. To: Andrew Fenic (26137 ) From: jim kelley Tuesday, Dec 23 1997 2:20AM EST Reply # of 26207 Andrew, CPQ did dominate the subzero market in Q3 with around 50-60% marketshare. However, their share has dropped to 30% in Q4 as their competitors have prospered. There is very little brand loyalty amonst the first tier PC box makers. HWP, Packard Bell, and IBM now have subzero machines. In addition, there is a raft of other no-name vendors who produce competitive subzero machines. Hence, it is extremely unlikely that CPQ will dominate this market segment.

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