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

To: Eddie Kim who wrote (42276)	5/15/1998 11:46:00 AM
From: Walt Corey	Respond to of 176387

I would just like to make it for 18 months, unfortunately that means I need to hold it for at least another year. But I have started to hedge my bets. Walt

To: Eddie Kim who wrote (42276)	5/15/1998 1:01:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

<<In the past Dell has been able to move relatively unnoticed. Now the big three has DELL lined up in the crosshairs.>> Eddie, this is a ridiculous statement. Go back and read the thread during March/April for the answer. If you are unwilling, just think about this: If you think CPQ's, HP's, and IBM's are JUST starting to notice Dell, and JUST starting to react to Dell, you are essentially admitting that CPQ, HP, and IBM have incompetent management. (for having waited so long to react to some clear trends). I know you don't mean that. On second thought..... Whose direct model have they (CPQ. HP, IBM) been (unsuccessfully) trying to move towards? Micron's? Gateway's? I don't think so..... As you should know, they all announced this (in grand fashion) last summer, but all had been thinking about it much longer..... Either you haven't done your homework on this, or yours was a slip of the tongue...you are allowed to say the latter... BTW: I saw Lew Platt from HP on CNBC.....was not an impressive performance.......