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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

3:59 PM EST

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To: Dr. David Gleitman who wrote (45313)	5/29/1998 11:36:00 AM
From: Chuzzlewit	Read Replies (1) of 176387

Good morning David, Last summer several contributors to this thread offered analysis predicting Compaq's problems. The predictions were accurate, and included profit squeezes due to a shift towards cheap retail PCs, channel problems and BTO problems. The current thinking seems to favor more of the same (although inventory problems may be easing) plus some degree of indigestion following the DEC merger. I also think that Compaq is simultaneously evolving towards the extreme upper end of the market (servers and service) and the lower end (retail) and pulling back from the middle market (desktops, notebooks and mid to lower-end servers). TTFN, CTC

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