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To: Chuzzlewit who wrote (102392)2/18/1999 12:27:00 AM
From: pierceaero  Read Replies (1) | Respond to of 176387
 
Has anyone heard a rumor of a buyout of Gateway by ----- Dell?



To: Chuzzlewit who wrote (102392)2/18/1999 1:15:00 AM
From: BGR  Read Replies (1) | Respond to of 176387
 
CTC,

CPQ's habit of financing A/R by factoring also lends credence to your conclusion, because factors aren't going to finance a deal where there isn't a real buyer.

Didn't quite understand what this means. Can you please help? Thanks!

-BGR.




To: Chuzzlewit who wrote (102392)2/18/1999 1:40:00 AM
From: jim kelley  Respond to of 176387
 
CTC,

Hmmm.....

GTW's falloff in revenues was about half that of CPQ last year.
If the same pattern happens this year then CPQ will show about
8.3B in revenue to DELL's 5.7 B in revenue. Then the analysts will say that DELL is taking marketshare away from CPQ.

It is going to be an interesting quarter.

JK