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Technology Stocks : Dell Technologies Inc.
DELL 140.61+1.7%3:59 PM EST
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To: rudedog who wrote (84882)12/11/1998 11:47:00 AM
From: BGR  Read Replies (2) of 176387
 
Rudedog,

You write:

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.

That would hold true for the next year, indisputably. But will hold true for following years only if CPQ fails to execute in the next year.

-Apratim.
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