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

To: calgal who wrote (152623)	1/29/2000 7:33:00 AM
From: Henry Niman	Respond to of 176387

Fortuna of Merrill Lynch, Kwatinetz of CS First Boston, and Kumar of Piper Jaffray all comment on DELL in Monday's Barron's 207.235.5.146

To: calgal who wrote (152623)	1/29/2000 10:20:00 AM
From: Sig	Read Replies (1) \| Respond to of 176387

Leigh Re CPQ Well thats a pretty detailed outline, now I guess we know just as much about CPQ as Cappelas does - they will have to change things (and go direct) to make good money. Been promising to do that since late 96 or early 97, if I recall correctly. If money were the sole object, they could hire Dell to build their commercial PC's and perhaps make 6% instead of losing 6% Call it the Dellpaq. But nooooooooooo, its not whether you win or lose, its how you play the game. Sig