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Technology Stocks : Dell Technologies Inc.
DELL 140.41+1.1%3:59 PM EST
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To: Chuzzlewit who wrote (48842)6/24/1998 2:26:00 AM
From: jim kelley  Read Replies (3) of 176387
 
CTC,

CPQ has been looking over it shoulder watching DELL gain on them for some two + years now. The competitive situation for CPQ was made more difficult by HWP announcement last year that they intended to be number 1 instead of CPQ. What HWP meant was number 1 in market share not number one in profit. Perhaps they thought that the two were equivalent positions? CPQ had to counter that thrust as best they could. It is clear that they badly wanted to be seen as a growth and share leader last year when they went to IDC and got them to declare them number 1 in market share over DELL. Like who really cares it was so close. CPQ made a big deal out of it. MD said who cares this quarter.

IMO, it was a battle for perceived market share not long term sustainable profits.

Dog seems to be able to take both sides of an argument. Market share is important but its not that important. CPQ does not swap obsolete inventory but it does. Price protection is being reduced and returns are being eliminated but they are not. It is quite clear that CPQ PR is designed to obfuscate their true situation. Sort of like using a smoke screen in a battlefield situation to hide troop movements. They have lost a lot of credibility with their stockholders and other potential investors with these deceptive tactics. I certainly would not wager any of my money on the accuracy of their corporate communications.

Is this important to DELL? You bet!

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