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Technology Stocks : Dell Technologies Inc.

DELL 113.22

+1.9%

Jan 21 3:59 PM EST

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To: calgal who wrote (156430)	4/18/2000 10:50:00 AM
From: rudedog	Read Replies (1) of 176387

Leigh - I don't share the enthusiasm for remarks like this - it looks to me like "magician's patter" to distract investors from looking at what's really happening. CPQ still sells about 4 times as many servers as DELL world-wide - and outsells DELL on PCs world-wide as well. That hardly strikes me as CPQ being "in the rearview mirror". DELL has years of internal change and infrastructure building ahead of them before they can even be credible in accounts where SUNW dominates. Why start people on the road to comparison when DELL will surely make no progress in that attempt??? This spin is WAY ahead of where DELL is really at and I can not understand why management is starting this discussion. Why not focus on their current winning strategy in PCs, have people look closely at their (in my mind inevitable) climb to the top of the PC ladder? Could it be because they don't think that will move perception, the PC business being what it is? SUNW has set a high bar with their current earnings announcement. DELL will have a hard time competing against those numbers. Why not compare themselves to CPQ, HP, IBM, where DELL's growth will look good?

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