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

To: D. Swiss who wrote (137443)	7/23/1999 8:18:00 AM
From: TechMkt	Respond to of 176387

I was not that impressed with Cappellas. He was CIO and COO for a period where CPQ was failing in execution and performance. Is he completely without blame? I also think that Rosen was just plain tired. Let's face it, he is not the dynamo he was many years ago. Stepping into a position like he did must take a lot out of a person, emotionaly and physically. Since his first "outside" choices did not take his offer, I think he fell back on PLAN B (Cappellas). Cappellas' first test will be this 15 Aug announcement he mentioned. It sounds like they are going to trim their product line. I always thought CPQ offered too many different items, that, looked like each other. Otherwise, anything short of a clear, rational and executable plan will cause CPQ to continue to flounder. Fez

To: D. Swiss who wrote (137443)	7/23/1999 8:26:00 AM
From: Bald Eagle	Read Replies (1) \| Respond to of 176387

<<Is it me or is watching akin to watching paint dry? He does not seem like a dynamo which is good for us.>> I agree. However, he might be a good business man. The removal of uncertainty will probably give COMPAQ a temporary boost in stock price.

To: D. Swiss who wrote (137443)	7/23/1999 9:53:00 AM
From: Mohan Marette	Read Replies (3) \| Respond to of 176387

Dell Computer Reiterated 'Strong Buy' at SG Cowen Drew: Will this help,who knows but it is good to know Chu is still on our side. ================= Bloomberg News July 23, 1999, 6:39 a.m. PT Princeton, New Jersey, July 23 (Bloomberg Data) -- Dell Computer Corp. (DELL US) was reiterated ''strong buy'' by analyst Richard S. Chu at SG Cowen. news.com