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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (51897)	3/14/1999 1:34:00 PM
From: jim kelley	Read Replies (1) of 132070

MB DELL is aggressively going after the small businesses market. CPQ is showing weakness in this market while DELL is showing strong growth. This will make up for the slower growth in the corporate market. It is also debatable that DELL's grwoth will be slower this quarter in the corporate market since they are reporting a 50-60% win rate in the corporate market. Thus they can take share away even if the corporate market unit growth is slowing, They also had the largest backlog of orders in their history moving into Q1. Apparently this is in addition to their normal 4 day order flow backlog. Thus the 100 M which was discussed earlier is over and above the 4 day order flow. So it is not hype. JK

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