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

To: Patrick E.McDaniel who wrote (150274)	1/4/2000 2:45:00 PM
From: OLDTRADER	Respond to of 176387

RE:Patrick-Longer term-CPQ is "toast"!- ML knows this fact of life better than anyone-ML is most likely moving out of CPQ in the face of it's apparent support-"pumping it for past six months" and is probably positioning themselves in DELL after denigrating it for the past 10 years.wbm

To: Patrick E.McDaniel who wrote (150274)	1/4/2000 2:52:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Pat - I assume you are talking about PC market share. My guess is that CPQ will maintain their current overall PC share or maybe grow it a little, on a units basis, with much of the growth in the consumer space. DELL will also continue to gain share, and at a greater rate. If DELL's consumer initiative is successful, they could be the #1 overall vendor maybe by 3Q, if they have to do it all on commercial PC share they may not be #1 overall until late 2000 or early 2001.