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Technology Stocks : Dell Technologies Inc.

DELL 122.70

+0.2%

Nov 18 3:59 PM EST

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To: rudedog who wrote (144352)	10/11/1999 8:21:00 PM
From: stockman_scott	Read Replies (1) of 176387

rudedog: Regarding Compaq...<<let's keep it in perspective.>> I'll do my best. Sorry if my comments sound like I am a little biased. I admit that I do not have the extensive understanding of the global PC business that you may have. I still think that many of 'the experts' are underestimating how difficult it will be for Compaq to regain momentum. They have lost some credibility with many stakeholders (eg. the analysts, Fund Managers, individual investors, and even some of the customers). I expect that DELL will continue to profitably take market share (and mind share) from CPQ and some of the others in the hardware business. Best Regards, Scott

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