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Technology Stocks : Dell Technologies Inc.
DELL 138.98+4.0%Dec 4 3:59 PM EST

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To: rudedog who wrote (81266)11/19/1998 1:24:00 AM
From: Sig  Read Replies (2) of 176387
 
<<< The question for CPQ is how do they manage the disengagement process, and CPQ's method is in part going after a completely different indirect channel which does not directly compete with the big guys.>>>>
Laying out the tasks that CPQ has to do to please both re-sellers and the customers, makes it clearer they will not be able to match Dell's overall efficiencies . GTW might be a bigger threat to Dell in limited areas.
Sig
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