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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (42638)1/8/1999 11:16:00 AM
From: JDN  Read Replies (1) of 97611
 
Dear El: Dells advantage in the past (just in time inventory practices) when prices were falling is why I bought Dell originally. If the pricing structure for components goes the other way Dell will be hurt more than the average company as their costs will immediately go up. JDN
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