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

To: jim kelley who wrote (145759)10/25/1999 1:07:00 PM
From: rudedog  Read Replies (1) | Respond to of 176387
 
Jim -
I'm sure that DELL will eventually get traction in those other markets. This can easily be a "glass half full" story - one could argue that since DELL still has the "underdog" position in about 1/3 of the market where their primary competition exists, they can more easily generate large growth there, as they have done in NA.

Still, I would be happier if the distribution was leveling out vs. the competition, rather than getting more skewed to DELL's existing strong markets.



To: jim kelley who wrote (145759)10/25/1999 1:29:00 PM
From: OLDTRADER  Respond to of 176387
 
RE:Jim-You have it right-there is NO furthur competition to DELL left!-The idea that CPQ is still a contender and will rise-up again (4th QTR) is just more Merrill Lynch (or paid in (soft dollars) apoligists)--- as we have witnesed over the past three years.As trhe banker for CPQ thery have spent three years attempting to levitate CPQ with "hot-air"-Some of the BS artist on this thread may be paid-who knows?wbm


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