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Technology Stocks : Dell Technologies Inc.

DELL 120.45

-0.1%

Jan 12 3:59 PM EST

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To: joe who wrote (51340)	7/15/1998 5:09:00 PM
From: Jim Patterson	Read Replies (1) of 176387

RE: How big a customer is DELL? How big a customer is CPQ? And how big a customer are the other "heavy weight customers" - HP,...? CPQ's revenues are about 2X dells, though this ratio is shrinking. CPQ sells more lower cost boxes so the unit shipments may be greater than 2X >>Also, how loyal and dependent is each one? Another words, how easy is it for each of these to go somewhere else. CPQ already has alternate supplies for chips, AMD and Cyrx DELL is comitted to INTC. >>>Who will buy more under crunch times and difficult "seasons"? CPQ will, DELL will only buy what they have orders for. >>These questions and others have to be answered to give the full picture. I hope I helped. Jim

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