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

To: Lizzie Tudor who wrote (57235)	8/9/1998 6:57:00 PM
From: SecularBull	Respond to of 176387

Michelle, it would be assumed that Compaq will integrate Tandem and Digital's numbers into the overall consolidated financials. Then again, EP and EM's pasts would indicate that they might try to create a new shell game that will permit them to continue to have the ability to lie to their shareholders when necessary. Regards, LoD

To: Lizzie Tudor who wrote (57235)	8/9/1998 7:47:00 PM
From: godellgo!!!	Respond to of 176387

<<well of course Dell will win there.>> DELL with win EVERYWHERE,,,,,on the beaches, on the hills, we shall fight, we shall never surrender, this will be DELL's finest hour!

To: Lizzie Tudor who wrote (57235)	8/10/1998 11:20:00 AM
From: rudedog	Read Replies (2) \| Respond to of 176387

Michelle - Dell is doing much better against CPQ's PC business (where they are doing about 2/3 of CPQ's volume, higher ASP, and growing at more than twice CPQ's rate) than in enterprise, even if we just look at CPQ's 'classic' business (i.e. ignoring Tandem and DEC). In that segment of the enterprise business (which BTW represents only 30% of CPQ's large system sales), CPQ has higher ASPs and nearly 3 times Dell's volume. Don't get confused by simplistic analysis of this space. And don't underestimate the leverage potential of the very large systems, which typically pull a lot of related smaller servers. Dell may appear to be out-growing CPQ in 'standard' servers, but only slightly, only if we ignore the 'non-traditional' CPQ server and workstation lines, and only if we ignore services. CPQ also has a much better relationship with MSFT. If you are not aware of the field conflicts (which are compensation based) between the DELL and MSFT fields, you need to do a little more homework. Don't look to MSFT to leverage Dell into the enterprise, it won't happen. MSFT needs those 25,000 DEC service and design people at least as much as CPQ needs them, that's what the Alliance for Enterprise Computing agreement was all about, which granted CPQ 'prime integrator' status for MSFT.