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Technology Stocks : Dell Technologies Inc.
DELL 127.92+0.4%3:59 PM EST
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To: Eddie Kim who wrote (37626)4/13/1998 6:10:00 PM
From: Chuzzlewit  Read Replies (3) of 176387
 
Eddie, I believe that Compaq has two distinct problems. The first is one is in the high end market as you say. There, they have bloated inventories of obsolete components and machines.

But I believe they have a second problem related to the retail marketplace. Jim Kelley and Meathead have repeatedly documented the razor thin margins that existed on the sub $1,000 machines prior to taking into account the dual profits that the channel must achieve (profit to the distributor and profit to the retailer).

TTFN,

CTC
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