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

To: Mohan Marette who wrote (80937)	11/17/1998 10:13:00 AM
From: Tae Spam Kim	Read Replies (1) \| Respond to of 176388

Does anyone have any 1999 estimates for year to year PC unit growth? Thanks. -Tae Kim, TJK Market Letter, oursquare.com

To: Mohan Marette who wrote (80937)	11/17/1998 10:32:00 AM
From: T L Comiskey	Respond to of 176388

Mohan.........Looks like GoldBug Guru is psychic......your article looks like BAD News for CPQ..........<G>.....Tim

To: Mohan Marette who wrote (80937)	11/17/1998 10:37:00 AM
From: jim kelley	Read Replies (2) \| Respond to of 176388

Mohan, It looks like you may be correct. EP was trying to rough up MD with the recent coordinated attack on DELL stock and prospects. But it looks like the lashing out was due to his own pique rather than a sustainable strategic insight. Meanwhile, DELL is counterattacking in the services arena where CPQ is vulnerable. If DELL can bring new economies and efficiencies to the delivery of quality services to the customer then their margins will go up and the customers will flock to them. Services are CPQ's highest margin business. THey are very vulnerable because they are using an obsolete service delivery model. Watch out CPQ! Regards, Jim Kelley