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Technology Stocks : Dell Technologies Inc.

DELL 140.78

+1.3%

2:18 PM EST

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To: rudedog who wrote (48812)	6/23/1998 8:22:00 PM
From: Geoff Nunn	Read Replies (3) of 176387

Rudedog, I would suggest that CPQ is going after market share. How else does one explain CPQ's 37% growth in worldwide PC shipments last year? It's no wonder they've been having problems with "bloat." The PC industry hasn't experienced profitability in recent years to warrant the capital outlays CPQ has been making. (with the notable exception of Dell). Business Week ran an article several years ago which referred to the "profitless prosperity" in the industry. What it said essentially is that everyone was selling a lot of product but no one was making much money. Why is CPQ making large new investments in assembly plants if not for market share? I would think we can apply the duck test here -- you know, if it walks like a duck, sounds like a duck ...

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