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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

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To: Patrick E.McDaniel who wrote (66403)	9/21/1998 10:20:00 AM
From: Mohan Marette	Read Replies (1) of 176387

A year from now, "Compaq will look just like Hewlett-Packard, minus the printer business"... Pat: If this is true then we have nothing to worry about. CPQ:this just in. Excerpts. ============================================== ...speaking of CPQ and its competition " Pressure from competitors Whatever transition it's making, clearly it can't tarry. Compaq is under pressure in its traditional line of business. Analysts said Dell and Gateway 2000 Inc. have focused more exclusively on the process of selling computers online. Dell would have displaced Compaq from its position as the No. 1 PC supplier earlier this year if Compaq hadn't added sales from Digital's PC unit to its total. In the past three months, venture capital-financed newcomers, such as iDot.com Inc., have threatened to reduce margins further by using a small number of people to operate what is exclusively an online PC sales business. In effect, Compaq is splitting itself away from other PC suppliers, whose business plans call for selling more and more cheap desktop machines. The difference between Compaq and Dell is that "Michael Dell doesn't want to be the next Hewlett-Packard," said ABN Amro's Wu. A year from now, "Compaq will look just like Hewlett-Packard, minus the printer business." ....... dailynews.yahoo.com

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