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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 3:59 PM EST

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To: Sig who wrote (170750)	8/27/2002 5:18:31 PM
From: stockman_scott	Read Replies (1) of 176387

Lots more pain for HPQ to come...I can't understand why any well-run Fund would want to own that hodge-podge of businesses...They just can NOT compete with DELL in most major segments....What happens if DELL successfully ramps up in the printer market...? That's been a cash cow for HPQ and they shouldn't take anything for granted...MSD and his team are patient, competitive and efficient...They are the low cost providers and may take NO prisoners...=)

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