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Technology Stocks : Dell Technologies Inc.
DELL 133.20+5.7%3:59 PM EST
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To: SecularBull who wrote (132027)6/9/1999 11:30:00 AM
From: rudedog  Read Replies (1) of 176387
 
LoD -
As a DELL investor I'm always delighted by the enthusiasm shown by fellow shareholders. But

1 - CPQ is not "selling at a loss" in general. If they do so in the PC space in competition with DELL, this is bad for DELL, not good.

2 - "this can only go on so long" - It can go on forever as long as CPQ makes a profit, which they have done routinely. Maybe not as much of a profit as some (myself included) would like. But unlike DELL, CPQ does not need to make money in the PC business to survive.

3 - DELL IS THE HUNTER, AND ENDGAME IS NEAR .... Unfortunately, I think that the endgame which DELL is nearing is their own hypergrowth endgame. I hope they learn to play a new game, and quickly.
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