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Technology Stocks : Dell Technologies Inc.

DELL 127.22

+3.8%

Nov 24 3:59 PM EST

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To: Mohan Marette who wrote (115854)	4/9/1999 10:59:00 PM
From: BGR	Read Replies (1) of 176387

Mohan, Note that CPQ said that commercial sales were weak, not consumer sales. It is precisely in this segment that CPQ is up against DELL (among others), whereas the consumer sector is one that CPQ has less of a fight against DELL. DELL executives promised to drop margins to improve revenue after last quarter and reported good results with that change in strategy this week. So, I guess I agree with Ashok Kumar here. :-) -BGR.

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