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

To: rudedog who wrote (144402)	10/12/1999 1:31:00 AM
From: Sig	Read Replies (1) \| Respond to of 176387

>>>When the landscape changes, DELL is not too proud to grab a winning play from CPQ to maintain competitive component prices and assure supply. Still, one wonders what the long term effects on their business model will be.>>> There is fast-mounting evidence that Dell is on a tear- this year alone over $30 bil solid public agreements for for future service/parts from other companies. So I compare Dell with Qcom, Plcm, Csco, Cmtn, Intc as far as possible stock appreciation or stability. How would CPQ compare? You have done rather well with investments. Am rather neutral on Cpq. One boxmaker is enough for me to handle. More than enough if bears are included. Good luck Sig