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

To: Jim Patterson who wrote (35043)	3/20/1998 2:28:00 PM
From: rudedog	Respond to of 176387

I am bullish on both Dell and CPQ but for different reasons, and I am not as high on Dell as some on this thread. I believe that Dell's great strength is the ability to quickly adjust their business model to anticipate market conditions, and to keep the whole model so light that they can remain agile. As they head north of $10B in revenue that gets harder and harder to do. I have faith in the value of this stock long term but would not add to my holdings near term unless it drops to the mid-50's, due to current market conditions. If I see business conditions changing or Dell (once again) pulling a rabbit out of the hat with a decisive new strategy I would buy on a rise out of the 60's. CPQ has taken some bold and risky steps to break out of the PC pack. Strategically I think they made all of the right moves (except for management of 3Q and 4Q see Message 3760516 This kind of investment in infrastructure to move to a new business model is typical of CPQ and has been one of their great strengths - 1986 when they brought out a 386 before IBM and went from clone vendor to leader, 1989 when they defined the PC server with the systempro and created the server market they now dominate, etc. Right now I am not adding either company but I have substantial positions in both, and I will certainly add sometime this year when I see the current logjam breaking up.