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

To: AlanH who wrote (45268)	5/28/1998 5:23:00 PM
From: Princess	Read Replies (2) \| Respond to of 176387

DELL becoming a slow puppy!!! Could become very interesting??? Especially with all the overconfidence in this stock!!! Can we keep going up at such a rapid pace???? What will travel up fast -- will come down twice fast! DON'T FORGET IT!!

To: AlanH who wrote (45268)	5/28/1998 6:00:00 PM
From: Meathead	Read Replies (3) \| Respond to of 176387

Alan H. You continue to avoid my basic question. What advantage does CPQ have over Dell going forward in the WinTel Workstation/Server segments? BTW, Dell is hardly scrambling to assemble a server story. Their story in the low to mid range server offerings is quite a good one. Now number 4 world-wide. Look at Dell's growth rate in this segment vs. the competition. Q496 Q197 Q297 Q397 Q497 Growth Compaq 115,656 115,514 124,506 142,542 174,681 51% IBM 52,568 44,020 55,482 59,881 80,248 53% Hewlett 50,644 51,890 54,290 54,850 70,135 38% Dell 18,637 21,047 28,423 36,055 42,414 128% Expect a move into the #2 spot within 8 quarters. Also, expect heavy penetration into the high end when Intel ships 460GX/Merced. MEATHEAD