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Technology Stocks : Dell Technologies Inc.
DELL 138.80-2.7%Nov 11 3:59 PM EST
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To: Eggolas Moria who wrote (116289)4/11/1999 7:09:00 PM
From: Michael Kucera  Read Replies (3) of 176387
 
Gary, CPQ may be selling a ton of cheap computers but WHERE IS THE MONEY? Shareholders will not tolerate this much longer and neither will wall street. If it came down to a price war, DELL will clean everyone's clock in no time.This is a no-brainer. EP and EM of cpq are almost finished ruining CPQ's core business so new leadership can step in and there we have another transition for cpq to handle meanwhile dell keeps chugging along as usual. The emachines are basically junk and consumers will scrap them when they decide they need to do more than just surf the internet, but that is positive for AOL and MSFT.
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