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Technology Stocks : Dell Technologies Inc.

DELL 122.92

-3.9%

Dec 18 3:59 PM EST

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To: Jim Patterson who wrote (48136)	6/18/1998 7:52:00 PM
From: Geoff Nunn	Read Replies (1) of 176387

Jim, what's your outlook on the pc businesses of any or all of the following: CPQ, HWP, IBM, and PBell? CPQ's pc segment used to be profitable, but isn't any longer. HP has never made a dime on its lower-end PCs. IBM's pc business is losing money. PB long ago mastered the art of growing market share with the pedal to the metal, while losing money. (Today, it's CPQ and HP that are playing in that game). PB recently closed two plants. PB's planned IPO was postponed due to poor profitability. Quite frankly, the industry -with the exception of Dell - looks sickly. What do you think? Will each of them survive the next 5 years? Also, which ones will prosper (besides Dell of course)? Regards, Geoff

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