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


To: jim kelley who wrote (41096)5/8/1998 6:57:00 PM
From: Mohan Marette  Respond to of 176387
 
Jim: I heard A.G.Edwards upgraded CPQ from 'Reduce' to 'Maintain',these guys have 'guts' or what?????



To: jim kelley who wrote (41096)5/8/1998 7:31:00 PM
From: stephen wall  Read Replies (1) | Respond to of 176387
 
Jim,

re: Andy Grove inflection point

Ironically, I just now came across this article from Regis McKenna where he comments on Dell as less a technology company and more a logistics company. With the feedback loop that the Internet provides the customer is king. The inflection point is in servicing.

techweb.com

regards,

stephen