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Technology Stocks : Dell Technologies Inc.

DELL 137.85

-0.5%

9:35 AM EST

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To: Elwood P. Dowd who wrote (143173)	9/29/1999 4:48:00 PM
From: rudedog	Read Replies (1) of 176387

el - all true, and also an example of what edamo calls the difference between perception and reality. CPQ is a weak sister in the stock business. But I don't have to tell that to you... Both CPQ and DELL face significant challenges going forward. CPQ has to complete their consolidation and get costs under control - their base business is strong. DELL is in the transition from a relatively small player who could "skim the cream" and use a tightly focused product line and business strategy to grab share from the big guys, to actually BEING one of the big guys. They have to find ways to efficiently enter markets they had shunned before, such as consumer PCs. and to play in markets where their current model is disadvantaged, like enterprise systems, while still satisfying investor expectations. A different problem but an equally hard one. Both companies have the problem of diminished future growth potential as they increasingly dominate the markets they play in. Still, if I had to pick 2 hardware companies that are sure to remain leading contenders going forward, it would be these two. Hey, that's exactly what my portfolio says too...

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