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

To: Mohan Marette who wrote (27847)	1/18/1998 10:36:00 AM
From: Gabriel008	Read Replies (1) \| Respond to of 176387

Mohan, the weather up here was the worst nightmare you could imagine. I wasn't anywhere near Montreal the last 2 weeks, however. I heard about it on CNN from my hotel room in the Turks & Caicos. With regards to CPQ I think there's a watch & wait attitude. Too many unknowns & confusion resulting from their change in business strategy [BTO & sub $1000 pc] and the perceived impact of the Asian economic crisis [too many tech companies reporting to date have warned of an impending slowdown]. Personally, I believe they will do better than expected this quarter but the conference call will largely determine the future direction of this stock. I no longer hold CPQ. I cleaned house and dumped them along with WDC and INTC in December.