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Technology Stocks : Dell Technologies Inc.

DELL 117.44

-1.6%

Nov 20 3:59 PM EST

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To: rudedog who wrote (146105)	10/30/1999 5:47:00 PM
From: jim kelley	Read Replies (1) of 176387

Dog, You are comparing SUNW to CPQ!? There is no comparison. SUNW makes real profits and grows revenues. You say Packard Bell lost out because of poor management. But then CPQ just fired their management team this year which is acknowledgement of poor management. HWP and IBM are losing money in the PC box market because they can not compete with the likes of GTW or DELL. Their cost structures are too bloated. DELL has been moving upstream into the IT business at an impressive rate and I would expect them to continue to do so. You keep shifting the issues from enterprise to high end enterprise markets. You know DELL does not have a high end IT offering but they do have a mid range offering. It is curious to me that you brag so much about CPQ's high end business which appears to be stalling out.

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