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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 3:12:00 PM
From: jim kelley  Read Replies (1) of 176387
 
Meathead,

Excellent analysis! CPQ has enough real problems without digging its own grave in a price war. IBM and HWP are too smart to play that game. The key to success in this market is managing inventories and having the correct product marketing strategies.

With DELL at 7 days per inventory turn, HWP , IBM and CPQ have a long way to go to close the gap from the 80 day (minimum) pipe they currently have.

Regards,

Jim Kelley
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