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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: lebo who wrote (146598)	11/5/1999 2:02:00 PM
From: Chuzzlewit	Read Replies (2) of 176387

More evidence of Dell's impact on CPQ: yahoo.cnet.com Of particular interest was this snippet from the piece: CNET News.com: As you look forward, what do you see as your biggest challenges getting some momentum back into Compaq? Capellas: I've sort of set out the priorities. First, we need to very clearly establish our product solution and road maps for those solutions. We need to decide what businesses we are going to be in, what businesses we're not going to be in, and in each of those businesses and markets what solutions we're going to offer. We have too much in the portfolio, so we need to streamline it down. And in some areas, there are gaps in terms of our coverage. Of particular interest was the clear implication that CPQ would be exiting certain businesses. TTFN, CTC

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