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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 3:59 PM EST

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To: edamo who wrote (117589)	4/14/1999 6:56:00 PM
From: Mike Van Winkle	Read Replies (1) of 176387

IBM is making a change by emphasizing their business segments that do not compete with Dell. CPQ is trying to do the same thing only Dell is already on the move to challenge those hiding places (high end servers, services). Running away and dodging is not making fundamental change. Eventually the rock will be rolled over. The new breed of business (Dell) looks forward to major market changes because the old breed business can't take the corners. Old analysts don't understand what they are looking at when they talk about the PC market risks of Y2k, lock-down, cheap challengers, yada, yada, yada. These are only risks to the slow, inflexible, inefficient old style companies like CPQ. Dell eats major change for lunch. As more businesses become more like Dell economists will wonder what ever caused recessions in the first place. Hang on to your Dell stocks!

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