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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: K. M. Strickler who wrote (48056)	6/18/1998 2:09:00 AM
From: rudedog	Read Replies (2) of 176387

Ken - Look at IBM's performance as a company between 1964, when they first began to implement the integrated 'family' strategy which led to the 360 and grew into the S390 architecture, and the early 1980's, when they let the genie out of the PC bottle. Not necessarily a bad model to follow. IBM had plenty of competition in 1964. Burroughs, Sperry, Univac, GE to name a few. Not too much left by the mid-70s though. If CPQ is going to follow that track I will be well satisfied, at least for the next 15 or 20 years... but frankly I don't think it's that easy today.

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