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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: Chuzzlewit who wrote (57420)8/10/1998 6:18:00 PM
From: jim kelley  Read Replies (1) of 176387
 
CTC,

I was assuming that CPQ was about 10% higher priced than DELL at the outset. Thus for them to get to 1-15% below DELL in price they would have to take a 20-25% hit. Since they were not profitable at the outset then this would put them about 20% underwater.

I have heard the COGS argument before as you have and never is there any proof offered. DELL's operating expenses are significantl;y less than CPQ's which further adds to the DELL advantage.

JMK

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