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

To: AlanH who wrote (45106)	5/27/1998 11:05:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

Rude is not a bear. He is a CPQ devotee with a smaller position in Dell. His arguments make the most sense as he understands this business very very well. He is no phony. What advantages besides mind-share does CPQ have going forward?? CPQ has a dis-advantage going forward in the WinTel workstation market. Intel has leveled the playing field once again and Dell's business model will prevail. There will be no difference from manufacturing and selling workstations as in the current desktop model. As for growth prospects and variables outside Dells control... you must be fantasizing about proprietary architecture??? If you don't think the Wintel platform will dominate mid to high end workstation applications then you don't understand Intel and Microsoft's strategy very well (maybe you do, I'm conjecturing for the sake of all here). About 70% of all high end engineering apps have been succesfully ported to NT with no performance degredation to similarly configured UNIX workstations. All other vendors are moving aggressively to this OS. In fact, they are now developing new releases on NT and porting to UNIX! UNIX is dead... I still like it though<gg> MEATHEAD