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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: BGR who wrote (116196)	4/11/1999 11:29:00 AM
From: gc	Read Replies (3) of 176387

BGR, My point is that CPQ is no worse than last year. Besides its significant earning improvement year over year, 1. Credibility improved: Last year CPQ stuffed the daylight out of their channel, like there is no tomorrow. But, they denied it all along. This year, they are a little late in reporting the problem, but at least they told the truth. They are not liars any more. 2. Last year they missed more than 50% in earning and more than 3% in revenue. Significant improvement in both front. 3. Market shares loss: Who else does not lose market shares to dell? gc

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