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

To: Boplicity who wrote (65454)	9/14/1998 1:30:00 PM
From: John Koligman	Respond to of 176387

Hi Greg, My only point was that IBM has done pretty well over the past half decade. I would debate your comment on CPQ restructuring, they are trying to position themselves for what they see as a lucrative future in the enterprise. Dell will have to do the same in order to move up that food chain, of course there may be other business opportunities that Dell management identifies which may not require this. Also, moving up the food chain in the enterprise is much harder than some might think. I still remember clearly how everyone was writing off S/390 and MVS about 8 years ago, and how the PC was soon going to be running everything. NT will be a credible threat, especially with the added technologies that CPQ will infuse it with, but it will take longer than many think. The simple fact that MSFT is collaborating with CPQ reinforces this point in my view. John

To: Boplicity who wrote (65454)	9/14/1998 1:38:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 176387

Hi Greg, My only point was that IBM has done pretty well over the past half decade. I would debate your comment on CPQ restructuring, they are trying to position themselves for what they see as a lucrative future in the enterprise. Dell will have to do the same in order to move up that food chain, of course there may be other business opportunities that Dell management identifies which may not require this. Also, moving up the food chain in the enterprise is much harder than some might think. I still remember clearly how everyone was writing off S/390 and MVS about 8 years ago, and how the PC was soon going to be running everything. NT will be a credible threat, especially with the added technologies that CPQ will infuse it with, but it will take longer than many think. The simple fact that MSFT is collaborating with CPQ reinforces this point in my view. John As far as the Dell chart, you know as well as I that this kind of performance will not be sustained. The guys that post here and expect six more splits in six more years are dreaming. Six more splits results in a float (before buybacks) of 84 billion shares. If those shares sold for even 25 a piece, we get a cap of 2 trillion or so. I wonder what the entire computer industry is worth??