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

To: Patrick E.McDaniel who wrote (31700)	3/2/1998 4:02:00 PM
From: Venkie	Read Replies (1) \| Respond to of 176387

good buying and covering opt..

To: Patrick E.McDaniel who wrote (31700)	3/2/1998 4:26:00 PM
From: Patrick E.McDaniel	Respond to of 176387

Wang is a service provider for Dell so this is also of interest today. biz.yahoo.com Pat

To: Patrick E.McDaniel who wrote (31700)	3/2/1998 8:37:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Patrick, I did a Meathead style comparison of DELL and CPQ for comparable workstations pricing. DELL appears to be about 1,000 less than CPQ on the Model 6300 2D and double headed monitor worstations or about 74% of CPQ's street price. Also, in several cases you get more hard disk capacity for the same money. So you get more for less money. DELL's pricing is a killer! They are priced to grab marketshare. I suspect that CPQ's problems with BTO are severe and have not been fully reported yet. I believe we will be hearing more bad news out of CPQ in the comming months. Inspection of their website shows clearly that their web offering are not anywhere near as extensive as DELL's. There is a lot less configurability in their offering. Their offering's are not IMO competitive. For example, they offer only 17 " monitor options with their Desktops. Their 10K's show about 4.4 weeks inventory while DELL is at 7 days. This is perhaps an insurmountable DELL lead. This is pricing issue bad news for CPQ and good news for DELL. I expect DELL to maintain its growth rates. It is even possible that they will accelerate! Regards, Jim Kelley Charter Member of the French conspiracy...