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Technology Stocks : Dell Technologies Inc.
DELL 122.46-8.5%Nov 17 3:59 PM EST
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To: BomboochaBoy who wrote (67928)9/28/1998 10:24:00 AM
From: rudedog  Read Replies (1) of 176387
 
Paul -
Dell is taking a number of plays from CPQ's 1995 gamebook (i.e. the plays that worked!). CPQ is taking some plays from Dell's 1997 gamebook (especially the targeted corporate configurations) and adapting them to CPQ's distribution methods - a harder thing to do. But CPQ is playing other cards as well. There is a lot of cross-fertilization going on between these two companies.
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