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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (68056)	9/29/1999 4:23:00 PM
From: The Duke of URL©	Read Replies (2) \| Respond to of 97611

RudeDude: from your post on the Dell thread: "by not routing customers to IBM solutions which directly compete with DELL, while still locking DELL out of markets currently owned by IBM's AS400 and RS6000 products, which is where DELL needs to go to remain competitive in the 8-way and storage business. IBM will own the customer relationship and systems planning, not DELL. This is not the right move for DELL IMHO. I have heard anecdotal evidence...." This is much more filled with eloquentnesshood than I could have ever put it. I would have said: This is major GREAT news for companies like cpq. Not only is Dell seemingly giving up the enterprise server move-up space but IBM is not noted for its Total Cost of Ownership, IBM is very expensive-- this makes no difference to the fortune 1000 who have no idea what they spend on MIS but in the small business market it is a big competitive disadvantage vis-a-vis a company like CPQ. Duke