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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: Kenneth R Miller who wrote (32996)	3/8/1998 12:06:00 AM
From: G.M. Flinn	Read Replies (3) of 176387

Kenneth, I totally agree. CPQ blew it. Period. GTW released nice earnings, good outlook. HWP PC outlook very bright. IBM - PCs doing fine. DELL nailed it (again). INTC still forecasting strong chip growth end 1998 and 1999. But CPQ is in the tank. Pfeiffer is saying commercial / servers, but tap dancing all over the map. Who has developed the premier program to service commercial customers? Who is announcing plant expansions in Ireland, China and Austin at the same time that CPQ is in crisis mode due to bloated inventory and a questionable strategy? The answer is DELL. This is not rocket science. In any other industry there are superior companies, and the PC business should be no different. DELL mapped out a clear high-end strategy, stuck to its plan, expanded appropriately, executed brilliantly and delivers true value to its customers. That approach works in any business. Good strategy plus superior execution equals success. I'm going out on a limb here, but buying two multi-billion dollar companies in a quest for a chest-thumping top-line of $50B just might not be the best way to achieve long term success. Glenn

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