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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: Mohan Marette who wrote (78408)	11/12/1998 9:11:00 AM
From: T.R.	Read Replies (1) of 176387

Hey Mohan, I watched Mr. Pfeiffer on Lou Dobbs last night...I wasn't impressed. At one point Lou asked him how CPQ plans on succeeding where a number of other direct sale companies failed. I was surprised he had to think about a reply and it wasn't very good. Lou also asked him what made him change his view about going direct since he was totally against it this summer when he was interviewed by Dobbs. Since CPQ, like any other large organization, normally cannot turn on a dime I find it very interesting they can go from being against a theory to not only consider changing their strategy but also implementing a well conceived plan in four months, or less. The timing of the announcement is equally interesting. Then of course we can couple this with good ol' Kumar in essence saying BELIEVE ME, DON'T BELIEVE ME. T.R.

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