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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: Techie who wrote (47258)	6/11/1998 9:58:00 PM
From: SecularBull	Read Replies (1) of 176387

Techie, can you even comprehend the advantage that the direct model poses for DELL? Gateway is the competition, and DELL is worried <ggg>! All of the rest cannot possibly even come close to trumping DELL in the market place- not now, and not for a while. (Why else is everyone else trying to become more like DELL?) The truth of the matter is that either you are a direct marketer, or you are not. I don't believe a successful hybrid is possible. The longer it takes CPQ, et al, to figure this out, the more market DELL will gobble up. CPQ is in serious trouble, and I think that is reflected in the stock price and its performance as of late. LoD

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