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To: Charles Tutt who wrote (1672)8/19/2002 1:52:29 AM
From: Dave B  Read Replies (1) | Respond to of 4345
 
Charles

I think a clue might be which geographies they're strong in relative to Dell, and how that relates to general economic strength in those areas.

If they weren't strong in those areas before, what has changed to fix that? Has the business model that was losing share in those areas changed?

If they were strong in certain areas before, then I'd agree they will probably maintain those strengths.

Dave