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Technology Stocks : Dell Technologies Inc.

DELL 119.82

-2.3%

3:54 PM EST

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To: Venkie who wrote (116682)	4/12/1999 2:27:00 PM
From: stockman_scott	Read Replies (3) of 176387

<<Venkie... I believe that with the right news that CPQ could see 30 by 9/31. El >> Venkie: I just picked this up over on the CPQ board...why would ANYBODY own the stock now????......they could make their money back MUCH more quickly by buying DELL, CMGI, MSGI, AWRE, etc....A stocks' perception in the marketplace is CRITICAL....CPQ will have dark clouds over it for months and months....they have proven they cannot keep their word and execute....IMHO, you either invest in DELL (the Mercedes of hardware plays) or dive into the new economy and buy some smart internet plays...got to love that CMGI...it's like the energizer bunny -- you can't keep it down ...yet, its market cap is still less than 1/10 of AOL's-- consider that you are diversified and have a chance to indirectly own a position in many of the hot new internet IPOs....Hmmm....IMHO, CMGI's run has just begun.<GGG>.!!! Just Some Thoughts. Best Regards, Scott

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