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Technology Stocks : Dell Technologies Inc.

DELL 138.94

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Dec 5 9:30 AM EST

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To: jhg_in_kc who wrote (55009)	7/29/1998 12:37:00 PM
From: rudedog	Read Replies (1) of 176387

jhg - CPQ took a hard look at GTW in 1996 for exactly this reason. They backed off, partly because of the potential conflict with their channel. I think any of the indirect vendors (say CPQ, IBM and HP) have this problem - they have so much business tied up in the channel that it is hard to make a shift without taking a big revenue risk. It seems likely to me that Dell would outrun anyone taking this strategy and cut them up. GTW would probably like someone to buy the idea, but I don't see it happening unless someone (most likely HP) gets desperate.

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