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Technology Stocks : Dell Technologies Inc.

DELL 127.22

+3.8%

Nov 24 3:59 PM EST

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To: Jim Patterson who wrote (32861)	3/7/1998 1:09:00 AM
From: kahunabear	Read Replies (2) of 176387

With component prices dropping like rocks, Dell's costs must be much less than CPQ's, When you consider that last week DELL built what they sell this week, while CPQ built that same unit weeks ago at much higher component prices. BTW, what exactly are the current TURNS comparisons ? When you add in the fact that CPQ has distributors and resellers taking a big chunk of their potential profit margins, it gets even more dramatic. I am just surprised the differences have taken this long to show in the bottom line. It seems to me that DELL could really hurt CPQ by letting the channel sell their products. They could be shipped directly from the DELL factory and the distributors and resellers would invoice their customers. There are still a lot of customers that DELL loses access to by going direct. They prefer the wide range of products avaiable through the reseller channel. BTW, I think DELL is doing a great job, but their stock price is ridiculous. WS

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