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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: jim kelley who wrote (24745)	12/11/1997 11:26:00 AM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

CPQ channel reorganization. <News this morning indicates further trouble for CPQ ahead with its channel. CPQ is preparing to ut its channel by a factor of 10.> Jim: why do you construe this as a negative for CPQ?According to CPQ they are reducing the number of channels so that they can provide a better and improved customer service.If I were to believe their intentions,then I would have to disagree with you. I don't suppose CPQ is so naive as to take such an action that would jeopardize their own well being or would they????

To: jim kelley who wrote (24745)	12/11/1997 11:47:00 AM
From: Meathead	Respond to of 176387

Thanks Jim. I have been doing this type of analysis every quarter since 93, and historically, I've been too conservative so you may be (hopefully) correct. I think by and large, the market of individual investors do have trouble distinguishing between Dell and CPQ's business model. However, some of the bigger institutional players have a better clue. Dell's stock is holding up pretty well under current market conditions wouldn't you say? Anyway, CPQ's channel story is unfolding and very interesting to follow. cheers MEATHEAD