> I don't think so. DELL will reach 100 soon. CPQ will hit 40
> later this year.
>
> DAV
Yes, Dell will probably reach 100 soon. Dell had a very impressive run up today, on no news that I could see. However, I STILL don't see the value in Dell. They are hardware-only, and a limited range of hardware compared to Compaq. Compaq will have a larger range of hardware offerings, PLUS services, much like IBM. Even when hardware sales are flat, IBM continues to impress with growth in the service sector. CPQ is going to be positioned well, with hardware ranging from sub $1000 PCs to Alpha-based NT servers and Tandem fault tolerant systems, plus services! DELL won't be able to compete with hardware alone. |
