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Technology Stocks : Dell Technologies Inc.

DELL 117.44

-1.6%

Nov 20 3:59 PM EST

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To: Ian@SI who wrote (119482)	4/20/1999 10:38:00 PM
From: stockman_scott	Read Replies (1) of 176387

<<If Rosen holds onto the failed strategy, Dell will have no difficulty surpassing them within the next 4 years or less.>> Hmmm....maybe our friends at CPQ are trying to execute a failed strategy even more effectively <GG>....I would bet that DELL will surpass CPQ in almost every area (PCs, servers, storage etc) in well under 4 years. DELL's virtual integration model is extremely powerful and DELL's internet efforts enhance its impact. DELL will prove that they are the next DELL. Best Regards, Scott

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