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Technology Stocks : Dell Technologies Inc.

DELL 129.24

+0.7%

Dec 26 9:30 AM EST

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To: Chuzzlewit who wrote (107098)	3/4/1999 4:13:00 PM
From: SirVinny	Read Replies (1) of 176387

CTC, In the interview, Kumar confirmed that CPQ was stuffing the channels. I congratulate you and Jim Kelley, for it is what you had preached all along thereby fogging the actual numbers. As far as the agreement is concerned, I see both IBM and DELL coming out winners. I also predict a strengthening of this partnership in time...possibly leading to an acquisition of DELL by IBM. The 4-Ps of Marketing are ...Price, Product, Promotion, Place (ie distribution). IBM's strength is in its R&D (product). DELL has the marketing know-how (promotion & distribution) and strength in component assembly (pricing). I would not be surprised if we see the elimination of one of the brand names (IBM or DELL) in favor of the other from the PC market. SirVinny

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