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Technology Stocks : Dell Technologies Inc.

DELL 119.67

+0.8%

Jan 15 3:59 PM EST

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To: Chuzzlewit who wrote (46002)	6/2/1998 3:54:00 PM
From: Jim Patterson	Read Replies (2) of 176387

re: What got Compaq was trying to emulate Dell without jettisoning their channel model of distribution. You can't have it both ways. You are trying to think to hard on this one. Just look at the broad picture. CPQ built too many machines. CPQ over estimated demand. CPQ stuffed the channel and expected it to move. That did not happen and here we are. PC's are comodities and price elastic. CPQ cut prices and is now moving inventory. That is it. DELL is just really good at making the comodity boxes. You have to remember, it is not a contest between CPQ and DELL as far as DELL's stock is concerned. if DELL showed signs of any weakness, the stock is toast. I think the Q1 miss was the first sign that a big disapointment is coming. Jim

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