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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: jim kelley who wrote (121844)5/3/1999 12:01:00 PM
From: stockman_scott  Read Replies (2) of 176387
 
<< Rosen appears clueless in this new internut/PC world>>

Jim: You may be right. Mr. Rosen was Chairman of the Board at CPQ when they made all those wonderful acquisitions in the last few years. His board authorized the strategies that have lead to CPQ's downfall. IMO, you are right that not all the bad news is out. CPQ is riding at a 52 week low. Wait until the value investors in the tech sector abandon ship -- CPQ could easily move on down into the teens and maybe lower. Stock prices are based on future expectations. Right now CPQ is like a sinking ship without a rudder ..!! Just my views. Yet, I think Fund Managers are starting to realize this. There are always a few slow learners.

Regards,

Scott
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