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

To: Kirce Stojanovski who wrote (22765)	11/24/1997 2:30:00 PM
From: LightPen	Read Replies (2) \| Respond to of 176387

<<There will be 2 Desktop Computer giants DELL and CPQ. Owning 1 will make you a lot of money in the long run. Owning both will make you even more.>> I can't agree. One of the reasons CPQ's share price has done well (prior the October 27th) is because of DELL. 1) Now the hype over the sub $1000 PC is beginning to hurt them. 2) Because of their size they will not be able to grow as quickly as DELL. 3) They have a dealer network, even BTO will not give them the cost savings they need 4) As DELL grows so will its purchasing power and any current pricing advantage CPQ has will be diminished. By the way I think CPQ is a great company and investors will do well on the long term. However I think there is more value in DELL. These are JMO's LightPen