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Technology Stocks : Dell Technologies Inc.
DELL 138.940.0%Dec 5 9:30 AM EST

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To: rudedog who wrote (84881)12/11/1998 12:15:00 PM
From: jim kelley  Read Replies (1) of 176387
 
Dog,

You are smart enough to know that the WSJ article is pure stock promotion PR. They are making up facts to support their specious argument. DELL grew 12.2% unit sequential last quarter. Not the 8% they are trying imply.

In addition, the saturation argument is flawed. Because if the market is saturated for DELL it is also saturated for CPQ.

Moreover, MUEI and GTW both target the SMB market where CPQ has its direct program. Thus CPQ real targets are MUEI and GTW .

I guess business is war and in CPQ's case they have expanded the definition to include customer and stockholders as well as their competitors. Lying is justified in war!

Regards,

Jim Kelley
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