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


To: stock bull who wrote (71093)10/9/1998 4:03:00 PM
From: Mohan Marette  Respond to of 176387
 
CPQ vs CPQ & not CPQ vs DELL.<g>

stock bull:
I don't think we need to worry about CPQ coming anywhere close to DELL in managing inventory.He was comparing CPQ's current inventory to CPQ's past inventory levels and not to DELL. I do hope they do well though along with IBM,MST and above all Intel as we need high octane good news,can't afford any more B.S from doomsayers.




To: stock bull who wrote (71093)10/9/1998 4:05:00 PM
From: The Phoenix  Read Replies (2) | Respond to of 176387
 
Stockbull,

No the real issue is CPQ's attempt to mimic DELL's delivery strategy. This is the only way they can protect their market share - they have no choice. Watch for other changes...

OG