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To: Jim McMannis who wrote (120274)12/2/2000 6:17:06 PM
From: Tony Viola  Read Replies (3) | Respond to of 186894
 
Jim, I never owned a share of Dell in my life. Never liked their rack and stack, let the other guy do almost all of the R&D model. No product differentiation or IP possible there.

I also believe that Compaq has hurt Gateway and Dell this Q in the PC sector. We will see in January.

They are kicking butt right now, but don't tell me it's because of AMD chips! They barely make money in PCs. It's the youknowwho based servers that are cleaning up. Storage and services are next, then the very high end (NSK) products. They just have to lose the "mostly PC" image as far as the stock is concerned.

So with the hundreds and thousands of election related posts, are we getting anywhere? Is it Gush, or Bore?

Tony