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Technology Stocks : Dell Technologies Inc.

DELL 122.68

+0.2%

3:59 PM EST

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To: stockman_scott who wrote (144351)	10/11/1999 12:47:00 PM
From: rudedog	Read Replies (2) of 176387

scott - let's keep it in perspective. In the midst of all of the management turmoil, CPQ in second quarter grew US desktop volume by 55% (virtually the same growth as DELL BTW), worldwide PC desktops by 32%, grew servers by 65%, took share from others in several markets, consolidated their hold on the web server market, and turned in nearly $10B in revenue. And that's when they were completely screwed up. I'm pretty comfortable with my CPQ holding at the moment - I continue to believe that in the near future, it will be CPQ, DELL and everyone else as the players in this game. My expectation is that I will see a greater appreciation in my CPQ holding than in my DELL holding over the next 3 months. Not that I plan on changing my current position in either stock <g>.

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