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Technology Stocks : Compaq

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To: Obewon who wrote (18297)2/26/1998 11:20:00 PM
From: John Koligman  Read Replies (1) of 97611
 
Obewon - I think the margin advantage is due to CPQ's dominance in high end servers/options. The guy quoted is saying that Dell is more efficient on the PC side, due to it's advantages with the direct model.

John
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