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Technology Stocks : DELL Bear Thread

DELL 119.80

+2.0%

11:49 AM EST

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To: divvie who wrote (1848)	9/4/1998 1:48:00 PM
From: The Phoenix	Read Replies (1) of 2578

Divvie, TO be honest you know much more about this than I do. I have a much more macro view of this development in that some of the posters on the DELL thread point to DELL's patents and technical innovation as one reason competitors will have difficulty matching up. It now appears that these competitors are looking to innovate as well. Whether this particular find is significant or not - I think you have a better feel for that than I, but it does indicate CPQ, IBM and HWP are indeed looking to catch up or perhaps even "change the rules". OG

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