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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: CalculatedRisk who wrote (592)	1/12/1998 1:18:00 AM
From: Eric Klein	Read Replies (1) \| Respond to of 18691

Boxmakers DELL, CPQ, HP, etc. I have a feeling that they'll make their numbers for Dec quarter, but will warn about margin contraction. Word is that Dell can no longer beat HP & CPQ on price, and Dell also has lost some important sales to HP & CPQ. I think this business is going to get real nasty, real soon. Just like the DDs, lots of sales, not much profit, cutthroat competition for market share. P.S. Currently short Dell.