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Technology Stocks : Dell Technologies Inc.

DELL 117.44

-1.6%

Nov 20 3:59 PM EST

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To: Jack T. Pearson who wrote (45288)	5/28/1998 8:33:00 PM
From: AlanH	Read Replies (1) of 176387

Hi Jack, thanks for the response. As I say, DELL's situation is not just CPQ based. The recent article on SUNW v. DELL has sparked much interest. Do you believe the situation in question is typical? Clearly, as NT becomes more pervasive, UNIX players will lose market opportunity. But, I'm not convinced that the bulk of small businesses will adopt similar decision patterns as the broker in question. (If I were a skeptic, I'd say the situation was contrived.) It's finally stopped raining here, so I'm off to the bike trails. Cheers.

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