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

To: Patrick E.McDaniel who wrote (168636)	2/4/2002 2:13:30 PM
From: John Koligman	Respond to of 176387

The stock has been trading well all day in a very weak market. Kind of a mismash of news today on Dell though, the good news is the HWP news flash, the bad is one I saw on the CPQ thread where Dell lost some market share. Perhaps traders are avoiding debt laden issues due to the current 'accounting craze' and going with cash laden firms??? John

To: Patrick E.McDaniel who wrote (168636)	2/4/2002 3:50:21 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Patrick, Hi!! I would imagine the announcement that Leigh is referring to where DELL gained some high priced servers from Cray... John mentioning that on the CPQ thread DELL had lost some share...Well, I heard that CPQ kept one of the largest contracts they owned during the last quarter but many at DELL were surprised because when the numbers were pushed there was no way CPQ was making any money on the deal...Some believe that the CPQ is keeping all the contracts they can at any cost just to keep the Packards from uniting more against Carly... Best, Kemble