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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: SecularBull who wrote (132027)	6/9/1999 11:28:00 AM
From: OLDTRADER	Respond to of 176387

RE:DELL/CPQ-THe game is OVER----DELL 100-CPQ-0.wbm-called this three years ago-reason for my position.wbm

To: SecularBull who wrote (132027)	6/9/1999 11:30:00 AM
From: stockman_scott	Respond to of 176387

<<DELL IS THE HUNTER, AND ENDGAME IS NEAR.>> I agree and DELL is MY ONLY hardware and storage play. DELL is an e-commerce powerhouse and they are working to perfect the virtual integration model. Just wait until they add a little more personalization to their e-tailing and online service offerings..<GG>. I also would not underestimate DELL's new efforts in the server and storage arenas. Best Regards, Scott

To: SecularBull who wrote (132027)	6/9/1999 11:30:00 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

LoD - As a DELL investor I'm always delighted by the enthusiasm shown by fellow shareholders. But 1 - CPQ is not "selling at a loss" in general. If they do so in the PC space in competition with DELL, this is bad for DELL, not good. 2 - "this can only go on so long" - It can go on forever as long as CPQ makes a profit, which they have done routinely. Maybe not as much of a profit as some (myself included) would like. But unlike DELL, CPQ does not need to make money in the PC business to survive. 3 - DELL IS THE HUNTER, AND ENDGAME IS NEAR .... Unfortunately, I think that the endgame which DELL is nearing is their own hypergrowth endgame. I hope they learn to play a new game, and quickly.