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

To: kemble s. matter who wrote (32841)	3/6/1998 10:28:00 PM
From: Ian Davidson	Read Replies (1) \| Respond to of 176387

Hi Kemble, How are ya? This from the COMPAQ thread: Message 3630542 Ian

To: kemble s. matter who wrote (32841)	3/6/1998 10:42:00 PM
From: Sabrejet	Read Replies (4) \| Respond to of 176387

Well, well, well! O'k let me get this straight: Dell runs up from 130 to 143 7/8 starting last Friday. It crashes back to 127 5/8 only to rise again to 139. Intc warns and quickly we see 130 again. It rebounds late again to 138+ only to slip back to 132 3/8 on CPQ warning! Is there anyone else out there who wants to warn?! I'll be the next one: I'm warning that if this thing goes up 7-10 points in one day (pre-split) only to return back down in one 5 minute span afterhours, I'm going to throw-up!! I have never seen anything like this in my years and frankly ....UNCLE!!!! I GIVE!!! I'm still holding and frankly don't care what happens anymore! Take the money, I'll fish for food! I believe the longs; I like this guy Mike, and frankly, always forget how the hell to punch in "Q" on the touchtone telephone. Therefore, I don't buy CPQ. I think I'm going to become a short order cook. seczebra

To: kemble s. matter who wrote (32841)	3/6/1998 10:43:00 PM
From: G.M. Flinn	Read Replies (5) \| Respond to of 176387

Perhaps Monday the market will declare the obvious, a winner ... I swear Mr. Pfeiffer has been driven crazy by DELL's success, and for the second time in one week chose a "DELL up 7 or 8" day to announce that his co. is whiffing on its strategy. I believe DELL's strategy has proven to be unique, correct and the clear winner in PC sales ... stick to the high-end. CPQ has blown it twice in a year ... 1st with the wonderful "$1,000 PCs" (which are not so wonderful, and cost more than $1,000) and 2nd with buying "we've missed 16 straight quarters" DEC. I owned a lot of CPQ, stuck with them in Q3 and Q4 when their numbers were okay, but I had hoped for more. I dumped it all for a loss when the DEC deal was announced. I have got to believe many will be switching from CPQ to DELL on Monday. CPQ is likely to be dead money for a long time. DELL is nailing it, and with their almost singular focus on the high end, nobody can compete effectively with DELL. I think Monday the "changing of the guard" officially occurs. Mr. Dell will be taking the next watch. Glenn

To: kemble s. matter who wrote (32841)	3/6/1998 11:05:00 PM
From: Sabrejet	Read Replies (1) \| Respond to of 176387

Kemble, I remember the first time I had the chance to work in front of a national television audience (St. Johns/Georgetown MSG-Superbowl weekend). The nerves, heat, pressure etc... Frankly, this reminds me of that time. You get to the point that what you do best fundamentally takes over. Instincts. My instincts say stay long. We have weathered quite a bit since last Friday and are still up. What a day. seczebra

To: kemble s. matter who wrote (32841)	3/6/1998 11:55:00 PM
From: Jim Patterson	Respond to of 176387

RE: Michael has repeatedly referred to this challenge of others attempting to become like Dell by stating: ."we find this amusing"......Secondly, Michael has told us that in the near future "WWW.DELL.COM/.....will become universal"......IMO this last quote has a second meaning besides being their internet address....Dell IMO is becoming the universal choice in PC,s.....and as months and years pass Dell will grow even larger and more popular..easily surpassing CPQ by 2000.... At 11:30 at night, after a nice dinner and a few drinks, I have to respond to this one. Kemble, Do you know what % of the market DELL has? The universal choice??? 85% of PC buyers chose something other than DELL. That is not exactly what one would refer to as universal. CPQ will have Revenue of 37 Billion after the merger with DEC. DELL has sales of 12 Billion. CPQ will be three times the size of Dell. So over the next 2 years, CPQ and DEC will shrink by 10 billion and Dell will grow sales by 50% per year for the next 2 years...Get a grip. Learn to add and multiply. It is a lot harder to grow 12 billion at 50% than it is to grow 3 billion. By the way, CPQ is now going after market share big time. DELL does not realize the price competition to come. CPQ is not making any money now. They have nothing to loose. They can cut prices relentlessly without regard to profit, Margin, Revenue growth. They want Market share, and they are going to cut prices to get it. DELL dies in a price war and that is what just started at 4:30 PM today. That is the way I see it. DELL's PR I read on some one else's post was not that bullet proof. It made no reference to price, profit, ASP. Only that Demand is good. CPQ does not have a demand problem; it is a price competition problem. Well they are going to fix that problem by beating all the other prices. In the process they are not going to make any money and revenue won't grow. Get over your dell mania and Michael's ego. There is a problem in the PC market. Jim PS, It is late as I am writing this.