SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?


To: rupert1 who wrote (71122)11/6/1999 12:18:00 PM
From: jim kelley  Respond to of 97611
 
Victor,

DELL's price action has not been what it was last year but the company is performing as well as anyone could expect.
Its growth rate may be unprecedented in a company its size.
DELL will be closing in on CPQ soon...

CPQ is like a recovering alcoholic who has hit bottom and now realizes it has a big problem. It will not be easy to deal with all the legacy systems problems inherited from DEC and Tandem. Capellas does not seem to have a clue as to what to do yet. His recent

:)