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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: jim kelley who wrote (47647)	6/15/1998 1:48:00 PM
From: Chuzzlewit	Read Replies (2) of 176387

Jim, while I'm not sure about the CPQ/DEC merger, I think your thinking is too short term on this deal. My belief is that CPQ wanted to kill two birds (or perhaps three depending on how good or poor my reasoning is on 3. below) with one stone: 1. They viewed DEC as the vehicle to provide CPQ with the cachet to get into the high-end server market by leveraging off of the alpha; 2. They will use DEC as their service arm; and 3. The DEC acquisition will cause some dislocation to Dell because DEC was a primary service provider for Dell. Could this also be used to try to sell CPQ servers to Dell customers through their previous relationship with DEC. After all is said and done, I think that CPQ is essentially buying a service arm. I think that when it is finally unveiled, Merced will be the wave of the future and DEC will gradually get out of the manufacturing business. TTFN, CTC

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