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

To: SecularBull who wrote (39690)	4/30/1998 12:45:00 PM
From: rudedog	Read Replies (2) \| Respond to of 176388

I can see the following: CPQ focuses on enterprise and high end, promotes services, Alpha, drives into IBM and Sun business in a serious way, hurts HP's high end business. Dynamics help CPQ succeed there and also in the consumer space (where the build to forecast model really seems to still work) but reduce their ability to hit the PC space. CPQ makes the business decision to put their effort into the areas where they can win more easily and does a 'proforma' effort in the PC space based on standard Intel product. Dell focuses exactly on the areas CPQ is backing away from, picks up a little from CPQ, eats GTW, NCR. HP puts their resource into defending their high end, Dell wins against HP in the PC space. Dell gets much of IBM's PC business. Under this scenario, by 2000 CPQ could become the largest computer company at $60-70B, IBM declines to #2 overall and loses big in PC space, Dell the #1 PC company at maybe $25-30B and is probably bigger overall than HP (excluding HP's medical business). IF this happens I certainly want to be holding both CPQ and Dell.