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To: D. Swiss who wrote (33483)9/25/1998 7:12:00 PM
From: rudedog  Respond to of 97611
 
Drew -
Don't mean to twist anything. I am talking about 2 things:
1) Dell becoming #1 in the computer business
2) Dell as an investment

If we are talking about the PC business, we have a lot of work to define what that is. Is SUN in the PC business? Are CPQ Alpha machines in the PC business? What about services?

How's this for a compromise - There is probably a reasonable definition of 'the PC Business' where I would agree that Dell is likely to become #1.

And about 2), I don't intend to sell any Dell, but at the moment I think CPQ is a better buy.