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To: kemble s. matter who wrote (135940)7/9/1999 4:51:00 AM
From: stockman_scott  Read Replies (4) | Respond to of 176387
 
<<What will the investment houses with the stashes of shares of CPQ tell their investors when the world finds out their tires have been slashed ....the engine is no longer a V8 ...and now they are running on a 4 cylinder...?>>

Kemble: Great question. You make me laugh. The investment houses often seem to be naive and in denial about CPQ. They have underestimated DELL's dominance, vision, and potential for too long now. Soon they may really look like hypocrites . DELL will continue to be THE ONLY hardware and storage stock that I choose to own <G>. The DELL business model is clearly better by design -- and the handwriting is one the wall. It sure doesn't take a rocket scientist to figure this out !!

Best Regards,

Scott