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Technology Stocks : Dell Technologies Inc.
DELL 131.76-1.1%10:41 AM EST
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To: Chuzzlewit who wrote (121885)5/3/1999 1:56:00 PM
From: stockman_scott  Read Replies (2) of 176387
 
<< If it is not done then I believe that CPQ will inexorably evolve into an "also ran" service company.>>

Chuzz: You are right. IMO the window of opportunity for CPQ (to make major changes) is closing. Wall Street has been way too patient with this company. CPQ must radically redesign strategies and gain commitment from many different stakeholders. Unfortunately, I feel that the top talent will continue to migrate to other firms (like DELL). Without the right team in place, the ship will sink. DELL's superior virtual integration model is sure not making life easy for CPQ. In fact, I expect DELL to take new business from CPQ's high end enterprise storage and server offerings. This will eat away at the margins that have subsidized the inefficient PC operation. Its a tough situation for investors. They could cut the stock loose now and switch over to DELL or other high performing alternatives. Or, they could hold their CPQ shares and face the very real possibility of a further loss in market value.

Again, it all comes down to investing in management. DELL's management and their track record have become legendary. CPQ has become legendary as well...but for totally different reasons.

Best Regards,

Scott
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