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Technology Stocks : Dell Technologies Inc.

DELL 122.70

+0.2%

3:59 PM EST

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To: Mohan Marette who wrote (68922)	10/3/1998 12:31:00 AM
From: Ken Beal	Read Replies (1) of 176387

Hi Mohan, I think you misinterpreted rudedog's sentence: That means that there were 2 CPQ units sold to customers for every 1 sold to the channel by CPQ. He never compared 2 CPQs to 1 Dell. What he said was that CPQ may have sold more machines than were reported, but the problem is if their numbers are going down then the channel isn't "pulling" as many machines through it. So regardless of how the numbers are spun, I think it looks bad for CPQ. But I could be wrong, and even so I'm not really concerned about CPQ. If you want the tallest building in a city, you either knock down all the taller buildings or you build yours higher. Michael Dell is building the tallest building in the world, and I'm very glad to have a chance to ride his coattails. Cheers, KenB

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