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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?


To: Mitchell Ryan who wrote (1696)8/27/1998 3:13:00 PM
From: rudedog  Respond to of 2578
 
I don't think the market growth and the margins are directly related. Although CPQ may do pricing action to maintain growth and share, CPQ is on a path to drive more cost out of these systems at the same time. we'll have to see how the equation plays out but I doubt that they will see margin pressure in these lines any time soon.