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Technology Stocks : Dell Technologies Inc.

DELL 126.42

+2.8%

Dec 19 9:30 AM EST

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To: rudedog who wrote (41010)	5/8/1998 1:37:00 PM
From: jim kelley	Read Replies (1) of 176387

Dog, It is not speculation. The costs for the layoffs, the merger costs, the margin shrinkage are factual. CPQ makes most of its profit in the server niche which has had until now >40% margin. They have acknowledged that this is to be no longer. No one is saying that CPQ will shrivel up and drop off the face of the earth, but there is strong evidence that they have screwed up big time. Expect further margin compression. More restructuring charges and possible sharp revenue dropoffs if CPQ does not stuff the channels. This is relevant information to the DELL thread because CPQ is DELL's biggest competitor.

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