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

To: Herschel Rubin who wrote (170756)	8/28/2002 11:07:46 AM
From: willcousa	Respond to of 176387

Just because HPQ says the merger implementation is moving smoothly does not mean that it is. It is nearly impossible that it can be - given the nature of the two companies. I think the odds are that it is not. Time will tell.

To: Herschel Rubin who wrote (170756)	8/28/2002 11:40:03 AM
From: Elroy	Read Replies (1) \| Respond to of 176387

The time for DELL to take market share from HPQ is rapidly ending. What planet have you been on for the last seven years? Dell has been taking market share from HWP and CPQ since time began. HPQ is getting their house in order and will stage a price war to win back turf from DELL. Oh, I see. You are on the planet mars. On your planet, the high cost provider wins in a price war. OK. STAY OUT OF THE SUN, HERSCHEL!!!! The notion that DELL could continue the same rate of market share increases was predicated on the assumption that HPQ's merger integration problems would continue indefinitely. Dell has gained share since the Big Bang went Boom. The merger just makes it that much easier. Well, HPQ's integration seems to be moving right ahead and HPQ will gain back some more turf... this time at DELL's expense. Moving right ahead?! HPQ just reported negative operating margins on PCs, servers, storage, workstations, PDAs and weekends! They are losing money on everything except for printers, which they had already. Printers strong performance had ABSOLUTELY NOTHING to do with the merger. If HPQ gains more turf (i.e., increases sales) they just lost more money on every dollar sold. It's actually BAD for them to grow revenues from Dell, because they lose money on the stuff that they make that competes with Dell. Good luck! Elroy

To: Herschel Rubin who wrote (170756)	8/28/2002 11:42:46 AM
From: OLDTRADER	Respond to of 176387

HR-RE: HPQ--In your dreams.

To: Herschel Rubin who wrote (170756)	8/28/2002 3:07:26 PM
From: kaka	Read Replies (2) \| Respond to of 176387

Herschel, Re: "The time for DELL to take market share from HPQ is rapidly ending. That explains why DELL is down significantly relative to HPQ (which is currently trading up slightly)." You're kidding, right? Do you base all your analysis on results of a few hours? For the moment, HPQ is down, so does that mean DELL can now take market share form HPQ? Relatively speaking, which stock has performed better the past two weeks, and what does that mean? A new moon is approaching....add that to the equation. Cheers,