Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 138.94

0.0%

Dec 5 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mohan Marette who wrote (84866)	12/11/1998 11:15:00 AM
From: rudedog	Read Replies (3) of 176387

Mohan - John Rosser had some excellent comments on this article, both here and on the CPQ thread. Susan Pulliam got a lot of stuff wrong. But the article reflects sentiment, and that sentiment is obviously shifting. There could never have been an article like this in 1H98. One indisputable fact that was correctly portrayed in the article is that the bar is much lower for CPQ than for DELL. DELL has no margin for error, they must execute perfectly. CPQ just has to not screw up too badly. There is a huge difference in the likely outcome given that perception.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next