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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: SecularBull who wrote (132007)	6/9/1999 11:00:00 AM
From: stockman_scott	Read Replies (1) of 176387

<<If Kumar is right about Compaq, the $#!% is going to hit the fan in the near future. >> LoD: I think Kumar may be right about CPQ....IMO, its a dangerous stock to own...the company is ready to set new 52-week lows....they are a ship without a rudder and have a flawed business model....top talent that may want to join will look under the hood and get very discouraged....channel conflict is a BIG problem....DELL is inflicting massive pain and continues to profitably take share from CPQ....I think Kumar and WB Michaels are right...CPQ could easily go to the teens. One of my relatives wanted a hardware stock and some broker was steering them into CPQ -- for valuation reasons. Good thing I intervened. They bought DELL...!! Don't bet against MSD. Best Regards, Scott

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