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Technology Stocks : Network Appliance

NTAP 108.16

+4.8%

3:12 PM EST

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To: stockman_scott who wrote (723)	3/3/1999 5:24:00 PM
From: Katherine Derbyshire	of 10934

>>*OT** DownSouth: Some thoughts on DELL and boxmakers: IMHO, you should not give up on boxmakers, but be VERY selective about investing in them. CPQ is the wrong kind of company to own. Recently they have stuffed the channels to hit short term analyst targets. Now we see them warning. This company has management, marketing, and distribution problems. With DELL you are getting a firm that is outstanding at direct sales, marketing, manufacturing, and logistics. They also have THE BEST management in the industry.<< My view is much simpler. I own and have looked inside both DELL and CPQ systems. CPQ systems are a pain in the neck to work on. They use funny non-standard hardware and put wires and screws in knuckle-busting places. DELL systems are a joy to work on, with everything fitting together very easily and intuitively. I suspect that DELL systems are also much easier (and cheaper!) to assemble than CPQ systems. I'll buy CPQ systems on price. I wouldn't touch their stock with a ten foot pole. Katherine

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