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

To: Chuzzlewit who wrote (38301)	4/18/1998 12:23:00 PM
From: rudedog	Respond to of 176387

Paul - keeping me honest as always. A real analysis of the CPQ situation is just too hard for Saturday... bulls on this thread (including me) are constantly reminding the bears that understanding the business is an important key to investing successfully, and that applies to CPQ as well. They are a little sick at the moment but it's a minor cold IMHO, and anyone who discounts CPQ's ability to shake it off is kidding themselves. Having said that, the strength and agility of the Dell team is really showing, they appear to be sailing over the fracas and from everything I can see will have no major hurdles for at least another 90 to 120 days while the rest of the field is wrestling in the mud. This is an excellent time for them to move to take market share and adjust their product positioning, and I see them doing that. I am surprised that they have not moved up more strongly but imagine that will happen after earnings announcement in May.