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

To: TechMkt who wrote (143161)	9/29/1999 4:16:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

fully agree Fez. someone is making a deliberate attempt to light the fires for those short.

To: TechMkt who wrote (143161)	9/29/1999 4:19:00 PM
From: Ed Forrest	Read Replies (1) \| Respond to of 176387

>> The key to holding DELL stock is DON't PANIC. I have learned that if you follow that maxim you will be very well rewarded. Fez<< Not at the present time and not going forward.That is unless DELL management steps up and make some drastic changes.

To: TechMkt who wrote (143161)	9/29/1999 4:20:00 PM
From: rudedog	Read Replies (4) \| Respond to of 176387

fez - re: how can you place CPQ in the top vendor/service category. They are LOSING customers. on the contrary, CPQ's service business is growing at better than 20% - less than the industry but hardly losing customers. They have nearly 30,000 people in the service organization. They are responsible for more than 60% of the exchange seats ever installed. You seem to keep thinking of PC service - we are talking about enterprise consulting services here. IBM is the gold standard in that space. But CPQ is consistently rated as #2 or #3 both in revenue and customer satisfaction. Even in the PC space they have strong capability - That's why DELL used them exclusively until CPQ bought DELL. I am still comfortable with my DELL holding, and I don't look for the bottom to drop out. On the other hand, I want to be prudent. CPQ and DELL represent nearly half of my portfolio and neither has done much for me this year.