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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Jim Patterson who wrote (57336)	8/10/1998 2:32:00 PM
From: jim kelley	Read Replies (2) of 176387

JP Re: I read hat CPQ is beating DELL on price by as much as 15%, and 10% in general across the board. Sounds like a lot of BS to me. What are your sources (besides your imagination)? CPQ has not made any significant operating profits in two quarters at the same time their cash position is eroding rapidly. DELL's costs are at least 10% less than CPQ on equivalent machines. Your scenario would have CPQ losing 20 to 25% on its average machine. This works out to be an operating loss of 1026 M next quarter and this is w/o the corporate restructuring costs. If what you say were true it is time to short CPQ because it will be in a corporate wide meltdown.

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