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Technology Stocks : Dell Technologies Inc.

DELL 126.42

+2.8%

Dec 19 9:30 AM EST

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To: Mohan Marette who wrote (40949)	5/8/1998 1:23:00 PM
From: rudedog	Read Replies (3) of 176387

I'm in a good mood since both Dell and CPQ are moving - it's a 2 cyl engine driving money my way. But even all of this good news can't keep me wondering why you guys have drifted into pure fantasy in your analysis of CPQ. Nothing in this analysis has much to do with Dell - even if this preposterous series of events came to pass, why would Dell benefit? Also as I have been pointing out for a while this line of analysis is devoid of supporting data. It is just wishful thinking. 'What if there were no CPQ, think of how nice that would be for Dell.' While you're at it, why not forecast the decline of IBM to a $10B second tier player? Why not pretend that HP will abandon computers to concentrate on the printer business? Do you have any evidence at all that CPQ 3Q and 4Q earnings will be lower than current estimates? Why do you think that the growth has been in sub-1K product? I believe that the consumer product mix has an ASP of nearly $2000. CPQ appears to be selling 3 times as many servers and workstations as Dell. Do you really believe all of that will be at no margin, and that Dell will sell at high margin at the same time? I enjoy the well thought out research and debate that many on this thread like to engage in, but I am a little disturbed by pure speculation with no supporting data presented as fact. It won't help anyone make an intelligent investment decision.

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