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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: Meathead who wrote (119772)	4/22/1999 2:12:00 AM
From: Chuzzlewit	Read Replies (1) of 176387

Meathead, I think it will be more than just a surge. Sure, CPQ is in disarray because they are a rudderless company, but more importantly they have no compass. I don't think that Rosen or Pfeiffer ever had a vision of where the company was headed. If you are going to be successful in a commodity business you need efficiency, and that is the one thing Compaq lacked because of its adherence to channel distributors. I think that any real attempt to straighten up the channel mess is at least a couple of quarters away, and that means more opportunity for Dell. Frankly, I don't care about what the analysts say tomorrow or the next day. My eyes will be peeled on the second and third quarters' top-line results. I'm expecting blow-out quarters. I also think that IBM will do well in those quarters. The funny thing about CPQ is that their channel problems (and thus their inventory problems) were so predictable. TTFN, CTC

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