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To: rudedog who wrote (31878)8/30/1998 8:14:00 AM
From: S.C. Barnard  Read Replies (1) | Respond to of 97611
 
RD:
What would be the y2k effect on DELL, CPQ do you think? Still to ignore it, or wildcard?



To: rudedog who wrote (31878)8/30/1998 5:49:00 PM
From: FR1  Read Replies (1) | Respond to of 97611
 
my guess for Dell in Jan 2000 is 90's no split (after the already announced split) - I think they will have a difficult '99.

Dog - Just curious - right now, DELL will split to 60+ - so you see a <50% year for DELL next year. What do you see as the top ten (or whatever) reasons for DELL's problems in 99?