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Technology Stocks : Dell Technologies Inc.

DELL 127.85

+4.3%

2:03 PM EST

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To: Neville H. J. Gorman who wrote (109737)	3/16/1999 5:56:00 PM
From: stockman_scott	Read Replies (2) of 176387

<<''We have positioned ourselves in the enterprise solution space with total capabilities, with the products, with the platforms, and with the services. That is something Dell cannot compete with,'' he said. ''Dell is obviously trying to put together the pieces but, if it ever happens, it will take a lot of time.'' >> 5fer (Mr. CPQ) needs to do his homework before he makes comments like this. He clearly doesn't understand the power of DELL's virtual integration model. IMHO, in the next 18 months DELL will take more PC, server, and storage market share from Compaq than 5fer could even dream about. Compaq loves to talk (to rationalize their performance and keep investors calm) and DELL loves to execute. I'll BET ON DELL ANY DAY OF THE WEEK <VBG>!!! Regards, Scott

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