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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: Meathead who wrote (36598)	4/4/1998 1:56:00 PM
From: Jim Patterson	Read Replies (1) of 176387

Meathead, You fail to mention that CPQ and IBM both have product divisions other than PC Box building. CPQ is quickly growing its network business. IBM has Software, Chips, HDD, and services. CPQ will soon have DEC's 24,000 service personel. BTW, CPQ's 8.6% net margins is higher then DELL's 7.6% Part of this is because CPQ started selling network equipment. CPQ can also offer more compex systems then DELL because of it's larger more diverse product line. I understand all of your cash flow cash burn examples. But, there are a lot of other elements involved. The idea is not to put DELL out of business. The goal is to shake consumers confidence in the company. Then the window opens for CPQ and others to expand at the expence of DELL. This is all theoritical. The basic idea is to play on the emotion of people's preception to accomplish your goal. Last On a quick check, CPQ has more like 4.5 times the cash that DELL does. Jim

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