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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank
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To: debra vogt who wrote (35480)4/21/1999 3:09:00 PM
From: kha vu  Read Replies (1) of 120523
 
Hi Debra,

Dell is very aggressive in marketing DIRECT and they have their
own website to sell their PCs. Gateway and CPQ also have websites but
if you check out these websites and comparing to DELL you see quite a difference. CPQ owns ALta Vista thru the acquisition of DEC and over more than two years now they have NOT make use of this search engine.

The interim CEO, Rosen, will bring a lot of changes to CPQ but it will take time: the article in WSJ dated 4/20/99 about ROSEN gives investor a good faith in his leadership and credibility for the outsted of the management team last Sunday.

The future market will be server. I believe that with the acquisition of DEC and TANDEM, CPQ will eventually be the leader of this server technology. DEC (digital computer) was a leader in the early 70 until late 80. Tandem was the favorite of wall street in the eighty ... BOTH have their special technology. For example we heard of RAID as the technology for disk storage, TANDEM in the eighty already introduced dual CPU, dual disk drives and dual bus..... This is the case like XEROX in the early sixty, they had the software like WINDOWS but they never exploited and made use of it....
The PBS has a series of Computer history and is available in Video
cassettes. It is very interesting to watch it, especially it explains how Microsoft outdid IBM on OS/2 and Windows to rise to the current
top spot as well as DEC and others...

kha
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