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Technology Stocks : Dell Technologies Inc.

DELL 140.41

+1.1%

Dec 8 3:59 PM EST

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To: Satellite Mike who wrote (43090)	5/19/1998 9:50:00 AM
From: K. M. Strickler	of 176387

MB, You are correct, of course, now for the analogy. CPQ is a 'Battleship' in a 'fog' guided by a 'captain' who is 'always correct. HWP is an 'aircraft carrier' with so many 'aircraft' in the air they can't change course for fear of losing some. IBM is a 'destroyer' trying to take on ammunition (AMD) and find the 'fleet' (CPQ,HWP). DELL is a 'nuclear submarine' on course with 'torpedoes running hot and true'. Now if 'they' want to pick a 'fight', 'bring it on!'. ---- CPQ needs the extra cash to 'overcompensate' their bloated management and subsidize their sub $1K computers. HWP is in so many areas, it is hard to tell which ones are actually profitable, depending on who is doing the 'bookwork'. IBM still has to concentrate on their mid-size and large-size computer systems. Regards, Ken

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