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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: Elwood P. Dowd who wrote (77051)	11/8/1998 1:55:00 PM
From: Mohan Marette	Read Replies (3) of 176387

Thanks Elwood, No I do not own any CPQ, I sold all my CPQ shares some time last year and added to my position in Dell,needless to say I have done quite well with that particular transaction. As for CPQ doubling faster than DELL,well I do not know but this is what I am thinking. CPQ is now quite big in size(what close to $50 billion in sales?) where as Dell is still in its infancy with less than or closer to $15 billion in sales.Now logic would have it that DELL will grow faster than CPQ if for nothing just because of the sheer size of one vis-a-vis the other but then again that is not the whole story now is it?. In addition one has to content with issues like (a)The differences in capabilities of the Management, (b)the differences in business models,(c)The differing business strategies,(d)Cash flow management techniques and various other issues. So there that is what I am thinking. Good luck with your investments in CPQ,I think I'll stick with DELL.

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