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Technology Stocks : Dell Technologies Inc.

DELL 120.53

+0.7%

Jan 16 9:30 AM EST

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To: hpeace who wrote (20736)	11/5/1997 9:57:00 PM
From: Sonki	Read Replies (1) of 176387

steve, i like to hear both sides as i own both stocks. Also, some times it is great to buy a company that has lot of room to grow. cpq is already #1. ML rates (not that i care) cpq 1/1 and dell 2/1 i think cpq and dell are serving two differnt markets. cpq volume shipments and dell high margin. Plus, w. pressure put on intel dell should be able to get great deals and i don't see how intel can charge that much more jit delivery. at the moment, i m more concerned about an uptick in intel (to $100) as i have tons of money in warrants. so as a vendor, can you please keep order more intel inside? else i will have to buy NSM. btw: i made no comment on amd k6. as i have no idea what amd does and would never invest in a company which only has bright future and not bright past. Past peroformence IS some indications of great management (intc). I understand lots of mgnmt change at NSM.

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