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Technology Stocks : Dell Technologies Inc.

DELL 120.53

+0.7%

Jan 16 9:30 AM EST

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To: MONACO who wrote (142552)	9/22/1999 6:51:00 PM
From: rudedog	of 176387

Sounds like another foolish move by CPQ....the world wants "Intel Inside"....Dell has the right idea!...M On the contrary, this is an example of the kind of thing CPQ should have done a year ago and is a smart move IMO. These CPQ products are in a market space where DELL has no offerings. CPQ's core Intel-architecture server business is 100% Intel, and those are the products that compete against DELL. Despite the large gains DELL has made in the server space, CPQ still outsells them in that market about 4 to 1. I would guess that this CPQ decision, like many others they are making at the moment, was driven by customers - DEC tended to do technology for its own sake, but CPQ is currently more interested in what customers will actually buy. The high end products compete against Sun SPARC, HP PA-RISC, and IBM's Power-PC based RS6000 line. None of these are "Intel Inside" and the customers who buy them currently have no interest in Intel offerings. That may change if HP makes a strong IA64 product, but HP has been very soft in their recent pronouncements on future direction.

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