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Technology Stocks : Dell Technologies Inc.
DELL 114.64-1.1%3:59 PM EST
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To: rudedog who wrote (146230)11/1/1999 11:45:00 AM
From: jim kelley  Read Replies (1) of 176388
 
Dog,

Re: "Look at how Dell's margin has risen over the last 2/3 yrs"

There you go again! DELL is evil CPQ is Good.<g>

You know that DELL manages to the top and bottom line. They do not manage to achieve a certain margin.

And re:"Also, I think you vastly underestimate the damage Dell's direct model has done, is doing to the rest of the industry... "

In a recent post, you said that DELL had succeeded in the SMB market at CPQ's expense this quarter. So, you are being disingenuous when you discount DELL's competitive impact in your last post. Instead, you give credit for DELL's superior performance to Intel. Why not give credit to Andy Grove's wife?

You are a piece of work my man!

I hope you do not have any children.

:)
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