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Technology Stocks : Dell Technologies Inc.
DELL 122.46-8.5%Nov 17 3:59 PM EST

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To: Meathead who wrote (45090)5/27/1998 10:51:00 PM
From: AlanH  Read Replies (1) of 176387
 
I've noticed something. I HAVE NOT SEEN A SINGLE BEAR WHO IS INVOLVED DEVELOPING TECHNOLOGY FOR A LIVING.

[No need to shout.] Haven't you been engaged in discussion (er, debate) with rudedog? Hasn't he represented himself as an IT specialist? Can we get past the "bear" vs. "bull" paradigm?

You have mentioned that "bears" do not understand the requirements of 3D modeling. Rest assured, you are not alone in acknowledging the rigors of MCAD, seismic interpretation, genome mapping, pharmacology, meteorology, animation, quantum physics, etc. (Believe it or not, some of us even represent derivative possibilities in 3D.) The question isn't "do these requirements exist," rather "what is the best fit" given alternative technologies.

MDell has sought to position DELL as the heir to workstation computing; after all, perception is king. However, this is a small fraction of DELL revenue in a segment where DELL is a bit player -- despite what Mikey says! Is there opportunity for DELL here? Of course. But, it is less than a natural fit and has variables outside of DELL's control. Despite all of the price war rhetoric, CPQ has a market advantage in the high-end PC workstation market.

[At present, I have no CPQ position. My position with DELL fluctuates, based on models presented by a 200Mhz relic.]
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