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

To: Sig who wrote (28489)	1/26/1998 1:31:00 PM
From: Paul van Wijk	Read Replies (1) \| Respond to of 176387

Sig, I personally like the deal cpq made. We see the PC-companies step by step moving to the high-end, from PC to workstations, from work- stations to servers, from servers to ... well minis and after that the mainframes. I think we would also see the same exponential growth when CPQ enters that market as we see now from Dell & CPQ in the server & worksta- tion-market simply because both companies are very competitive com- pared to the companies that are now dominating that market-segment. I will take a few years, but I thinks that's what behind the CPQ- deal. Just a wild ass guess. If this really goes on Dell has to make a few new moves to keep in shape. At this moment I think CPQ is better positioned. There also is the thin-client trend mainly in the coorporate-market. As far as I can see it this trend will continue. That will make it more difficult for Dell to grow in this market on the long run. The computer-power will be centralized. I really believe this trend will continue. On the other hand, Michael will know what he's doing so who am I to judge. And a still prefer a few shares of Dell over the entire Apple-company. Just saw Bill's press-statement on TV. Not good. Is not having a sexual-relation the same as not having (phone-)sex. Just wondering. Just read some comments in the newspaper. The way the European press looks to the soap comes very, very close to what has been posted by 3 yesterday. I only have the article otherwise I would post the link. You would be suprised how well 3 interpreted the European view! Paul