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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: rudedog who wrote (48072)	6/18/1998 2:49:00 AM
From: jim kelley	Read Replies (2) of 176387

Dog, CPQ is not IBM. CPQ does not have the huge R&D capability to design and develop proprietary technologies. CPQ is primarily a open systems based company. Tandem may be the exception with it s "nonstop processors". The ALPHA is another partial exception but here they are using UNIX, VMS or NT. The service business is largely a commodity. I do not think that CPQ is in the same stable as IBM. It is true IBM has a PC business. But it also has its own software systems and mainframes as well as disk drives, semiconductor manufacturing and the basic research to support all of the above. Your posts have been informative but I think your prognosis for CPQ is wrong. It is what I think not what I wish. Regards, Jim Kelley

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