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Technology Stocks : Dell Technologies Inc.

DELL 146.68

-1.7%

Nov 7 9:30 AM EST

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To: Gabriel008 who wrote (40717)	5/7/1998 3:25:00 AM
From: jim kelley	Read Replies (2) of 176387

Gabriel, I was recomputing DELL projections and I agree with your predictions. DELL how broken through the array of companies that targeted them last summer. CPQ has lost market share. IBM has lost share. Packard Bell has lost share. Only HWP is making significant headway. DELL will overtake CPQ within 18 month in terms of its core PC business if CPQ does not implode before then. There is evidence that CPQ is losing significant market share this quarter. I expect that to continue next quarter. The September quarter will be pivotal for CPQ. They can disquise their business situation for a few quarters but a year is a real stretch. DELL should move into the 90-100 range on the basis of this quarter's stellar earnings. People with access to the full research already can predict DELL earnings for this quarter. If CPQ and/or other companies continue to breakdown under the competitive pressure, DELL could easily exceed 20B this year.

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