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Technology Stocks : Dell Technologies Inc.

DELL 115.43

-1.5%

Jan 23 9:30 AM EST

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To: John Koligman who wrote (29128)	2/2/1998 6:34:00 PM
From: jbn3	Read Replies (1) of 176388

True. As I said, short term CPQ is going to have digestive problems: deciding clearly where they are going, and how to get there. A lot of energy is going to be 'wasted', that is not devoted to moving product to consumer for some time. There will probably be some severance impact. But... Long Term, I think CPQ is a buy. It may still be in this range for a couple of months or not. Can't tell. So I bought some last week. Based on today's price action, I could have waited a while. 3

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