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Technology Stocks : Dell Technologies Inc.

DELL 128.43

+0.6%

Dec 24 12:59 PM EST

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To: Venkie who wrote (33935)	3/12/1998 5:02:00 AM
From: Bilow	Read Replies (1) of 176387

Regarding the price war dog fight comparison. First of all, it's a pretty sick comparison. Who would want their dog to get in a fight? Even the winner comes out wounded most of the time. And against four or five other dogs it's pretty much a done deal. Hmmmm. Maybe the comparison is a good one. The word from both HWP and CPQ is that they are going to get DELL. A note: The BTO technique has its best utility when prices are dropping fast. When pricing is stable or (god forbid) rising, it loses part of the advantage of keeping smaller inventory. For instance, you can get a better deal with your suppliers when you agree in advance to pricing and quantity. -- Carl

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