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Technology Stocks : Dell Technologies Inc.
DELL 133.92-4.9%3:59 PM EST

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To: edamo who wrote (115740)4/9/1999 7:11:00 PM
From: Chuzzlewit  Read Replies (5) of 176387
 
edamo, I think you are exactly right. Furthermore, Dell will begin to aim its sights on the high end. This is a natural progression. No company can compete profitably with Dell, So they need to find exit strategies. So far we have seen problems emerge with IBM, CPQ and HWP. I believe it is fair to say that in each case these problems were created by Dell. Let them fight it out amongst themselves in the retail stores if that is their wish. But commercial computing is Dell's turf and these companies are doomed. If IBM were smart Gerstner would ink a deal with Dell ASAP. At least they would get to supply parts and keep their brand image.

TTFN,
CTC
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