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Technology Stocks : Dell Technologies Inc.

DELL 145.76

-0.6%

10:18 AM EST

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To: Patrick E.McDaniel who wrote (150278)	1/4/2000 6:10:00 PM
From: rudedog	Read Replies (1) of 176387

Patrick, Bill - I was working as a programmer on IBM 1440's in 1967 in Detroit - the home town of Burroughs, at that time one of IBM's challengers. IBM was fighting the government on an antitrust suit, and it's internal operating costs had gotten out of control, it was struggling against a number of more nimble competitors. The conventional wisdom among my friends at that time was that IBM was "toast". This was just before the launch of the 360 architecture, which of course became the dominant architecture for the mainframe industry to the virtual exclusion of everything else and is still the basis of today's mainframe environment. CPQ's PC business is certainly weak - as a stand alone business. But CPQ's other businesses are at the forefront of their respective segments, very profitable and growing well. CPQ only needs to get the PC business to break-even or a little better. If they succeed in getting control over a lot of the Internet backbone infrastructure - and they have as good a shot as IBM or HP, perhaps not quite as strong as SUNW - they will be off to the races again. I think, Bill, that you are focusing on CPQ's PC business when I had written that off a year ago. CPQ's forest is bigger than the PC trees...

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