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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (42638)1/8/1999 9:15:00 AM
From: Roads End  Read Replies (3) of 97611
 
EL..I heard the component price comments. Basically it reinforced my argument against Dell's model in periods of rising prices and shortages of components. Haines and Faber both specifically identified Dell's model as being vulnerable given the shortages and price increases for 64K drams. The sword cuts both ways my friend.
Steve
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