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

To: jim kelley who wrote (27041)	1/7/1998 3:30:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

Thanks Jim. Compaq and Dell have been going at each other for quite some time now. Business is war. Eckhard's continued frustration with Dell says to me that Dell is still gaining market share. Trying to communicate a visoin to 400 channel partners will be very difficult. Once the message sinks in... how long does it take to change or update the message as business fundamentals change? Being crippled by this in a business changing as rapidly as the PC industry is one of the dis-advantages of the non-direct model, one that Dell continues to exploit. The whole issue of consistency of service and quality for Compaq customers remains a question mark in my mind. MEATHEAD

To: jim kelley who wrote (27041)	1/7/1998 3:39:00 PM
From: Fangorn	Read Replies (2) \| Respond to of 176387

Jim, I guess Pfieffer(sp?) thinks the people at Ford are stupid. They are going to like that...Not. Compaq's CEO just made it less likely that Ford will look at them next time which is good for Dell and Ford.

To: jim kelley who wrote (27041)	1/7/1998 10:16:00 PM
From: jbn3	Respond to of 176387

Jim, From the article you posted, regarding Pfeiffer's reaction: We are also debuting exclusive research of IT managers we did in conjunction with CMP Media's InformationWeek magazine. Results of the survey of 250 information technology managers show a whopping 65 percent plan to increase IT spending this year, with a mean spending hike of 18 percent. But it's unclear how many of those extra dollars will wind up in the pockets of VARs and systems integrators. That does NOT sound like 'slowdown' to me. Of course, maybe it means I just don't read for understanding. <vbg> Thanx for the post, 3