Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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

To: calgal who wrote (166455)	8/11/2001 4:35:28 PM
From: OLDTRADER	Respond to of 176387

RE:GTW-I said this would happen many times - over the past three years -CPQ has always been a contender but it will atrophy as has GTW.-Rodney D.

To: calgal who wrote (166455)	8/12/2001 7:46:56 PM
From: kemble s. matter	Read Replies (2) \| Respond to of 176387

Leigh, Hi!! RE: boards.fool.com Interesting that you send this link on GTW and what the author claims DELL has done to them and CPQ...I just finished reading an article a friend of mine sent me on HWP...I thought you may like to read this link and what I wrote him... << boards.fool.com >> Lee, Hi!! thanks so much....As a matter of fact I can't believe that they all don't resign the fact that DELL will eventually own the entire business...If they haven't made money prior to this or with packaging it to other segments of their business...Why would they continue when the circumstances will continue to aid DELL? That is...DELL (as you have written to me previously) has bundled umpteen alliances and added additional hardware to encourage enterprise accounts during future bids....I foresee the future of the others just becoming more and more gloomy....Can anyone tell me why the others would be encouraged to think they could begin to gain market share once again at the expense of DELL? I haven't read anyone (and I have been looking) that is even suggesting that DELL will yield to the others...Or that the others will be able to pick things back up because of a decided advantage....Please someone tell me I'm wrong...But, I don't foresee anyone surviving the DELLMOLITION .... Best, Kemble