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Technology Stocks : Dell Technologies Inc.

DELL 132.08

-0.8%

3:59 PM EST

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To: Craig Lieberman who wrote (145820)	10/26/1999 1:08:00 PM
From: rudedog	Read Replies (1) of 176387

Craig - I was responding to the comments about size (revenue) vs. Market cap. I don't really think it is sensible to start comparing MSFT and DELL - one is the absolutely dominant player with no one in second place, the other is one of 5 major players in a market segment where product differentiation is hard to maintain and excellence of execution every day is the only guarantee to winning.

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