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Technology Stocks : Dell Technologies Inc.
DELL 133.42+2.2%2:28 PM EST
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To: JRI who wrote (120549)4/25/1999 10:48:00 PM
From: Mike Van Winkle  Read Replies (1) of 176387
 
John, CNBC blowing smoke in CPQ's eyes may have actually helped (painful as it was short term). Who was going to tell CPQ different, their upset resellers?

''The early rumblings we heard from Compaq indicate that they misread the slow start (in the quarter) and believed it was an industry issue,'' Dataquest's Stremba said.
''It continued to be slow for Compaq where other vendors moved aggressively on pricing actions and stimulated the market more, particularly following (Intel Corp.'s) PIII launch.''
Mike
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