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Technology Stocks : Dell Technologies Inc.

DELL 125.88

-1.6%

Dec 31 3:59 PM EST

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To: Doug Larson who wrote (34400)	3/15/1998 11:58:00 AM
From: Jack T. Pearson	Read Replies (1) of 176387

Doug, The Ingram Micro news sounds like smoke and mirrors to me. Ingram Micro is a very big, very successful distributor. They appear to be making a play for more of that market share. But the bottom line is that Compaq and the other retail channel sellers have to significantly cut the time from when they buy components until those components are delivered to their customers in integrated systems, while, at the same time reducing the number of middlemen who take a cut. I don't see how the Ingram Micro option solves these problems for Compaq, IBM, HP, and others. Jack

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