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Technology Stocks : Compaq
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To: rvgent who wrote (56539)4/10/1999 8:57:00 AM
From: robbie  Read Replies (1) of 97611
 
rvgent....declining growth rates and margins are the two biggies. Growing pains similar to what CPQ is experiencing now are coming also, when and if DELL tries to become anything more than a boxmaker. If DELL doesn't try to become more than a boxmaker, that's a huge problem (as in death).

Robbie
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