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Technology Stocks : Compaq
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To: Nadine Carroll who wrote (15555)1/29/1998 9:55:00 AM
From: hpeace  Read Replies (1) of 97611
 
in october when the exchange rates dropped i started saying that that would change dell cost structure so much that it would be what they needed.
the feb98 is pushed out to aug 98 now.
this exchange rate thing drops cost drastically and will create extra profit for dell,hp,cpq,ibm
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