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Technology Stocks : Compaq
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To: jim kelley who wrote (40854)12/23/1998 12:56:00 AM
From: kash johal  Read Replies (1) of 97611
 
Jim,

You're right that insider selling should be looked at:

FYI, I seem to recall that Mikey D. has sold many many many more times the stock in Dell than the Compaq guys put together.

What you are missing on the cost of sales is the addition of the direct model. I am not sure if Compaq will hurt Dell much short term but folks like Gateway, Micron etc will get killed by the Compaq juggernaut in Direct Sales.

Regards,

Kash
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