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Technology Stocks : Dell Technologies Inc.

DELL 125.97

-1.0%

3:59 PM EST

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To: Venkie who wrote (116801)	4/12/1999 9:28:00 PM
From: Rich Young	Read Replies (1) of 176387

Yeah, DELL conspicuously absent from the pooh-pooh parade today. Funny how this whole thing is kind of working out to Dell's advantage in the end. I was watching CNN headline news just now and they had a piece on about the CPQ thing & the whole PC market being tough. They featured the European PC market & had some commentary that it's just really tough for anyone to make money in this business any more, unless you're dealing directly with the customer, like DELL and Gateway. The whole thing is really pointing up to everyone what we here have known all along, that DELL has the best business model and the best execution in the industry and that they can make more money than anyone else at any price point because of it. Rich

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