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Technology Stocks : Dell Technologies Inc.

DELL 125.07

+2.1%

2:38 PM EST

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To: Chuzzlewit who wrote (56794)	8/6/1998 5:39:00 PM
From: JRI	Read Replies (1) of 176387

I agree that CPQ with maintain (some sort of) an advantage, (what the % is, I don't know)...due to larger unit volumes (on each individual order)...maybe I wasn't clear enough....Right now, CPQ accrues a cost advantage in two ways: (1) sells more units and (2) (Due to its model) orders in larger unit volumes.....my point is that part (1) may not exist in 2/3 yrs or so, so the absolute advantage CPQ owns over Dell right now should shrink in the future (but not disappear, due to 2)......Unless (one day) Dell sells so many more units than CPQ.....or suppliers change the way they discount....

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