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 : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Mohan Marette who wrote (12860)	1/6/1998 8:11:00 PM
From: Spots	Read Replies (1) \| Respond to of 97611

I wouldn't exactly call excluding Dell "blatant" but it was intentional. This is only my opinion, remember. I don't put Dell in the bigger game because they don't sell into the entire enterprise like the others I listed. This isn't a slam for Dell, it's just that they're playing in a different (or rather a subordinate) arena. That will make it tougher for them. Maybe they will do well and maybe not, but it's really rough to play with the bigger players and they'll have to be a LOT better to come out ahead in the long run. Dell has smart management and good name recognition in some major market segments, and we'll see where that takes them, but they don't compete in the full spectrum now. I didn't mean either to perturb you or to raise indignation. Perhaps we could discuss this as an exchange of ideas rather than raising hackles. If what I posted irritated you, it was purely unintentional. I, too, have my opinions of the individual players I did list, but that's probably best left for later discussion. Regards, Spots