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Technology Stocks : Dell Technologies Inc.
DELL 126.42+2.8%Dec 19 9:30 AM EST
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To: LWolf who wrote (64783)9/10/1998 4:26:00 PM
From: LWolf  Read Replies (2) of 176387
 
Gary....
what MD was saying is that CPQ took on this tremendous staffing overhead that will keep them from being as profitable as DELL, since DELL will use non-labor intensive web-based tools.

i.e., CPQs costs are going up, and Dell's are going down.

that's why MD said:
and I really like that equation - that sounds
like a good way to compete to me and I'm real excited about that.

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