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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: edamo who wrote (129105)	5/27/1999 7:05:00 AM
From: stockman_scott	Read Replies (2) of 176387

<<and look out for compaq...could be the greatest threat, if they get their act together...>> edamo: I wouldn't count on this happening any time soon. CPQ still has cost structure problems, has lost some key employees, is still without a leader, AND SUFFERS FROM CHANNEL CONLICT. No worries about CPQ here. IMO, they will not become "the next IBM." In fact, I feel that when DELL and IBM expand their alliance, CPQ's enterprise business will come under even more pressure..!! Best Regards, Scott

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