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

To: zurdo who wrote (71100)	10/9/1998 4:10:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 176387

Zurdo, I think shorting any company in this market has merit, however you seem to indicate that - all else being equal - CPQ is a good short. IMO you aren't looking close enough at that company. Granted they've had issues but they are well positioned in the PC, and mini-computer market with good products. Channels are supsect and perhaps not a perfect delivery model but there is a balance which they are closer to understanding than is DELL given that DELL is 100% direct. Furthermore CPQ's DEC purchase was an excellent move which will continue to allow them to build their enterprise oriented mini-computer business. I woulnd't be poo-pooing CPQ. OG

To: zurdo who wrote (71100)	10/9/1998 4:14:00 PM
From: Eddie Kim	Read Replies (1) \| Respond to of 176387

Compaq has great management. There can be no arguing this matter. You don't take a 2 billion company in 1991 and transform it into a $40 billion with bad management. Time after time Compaq has reinvented itself to overcome the challenges of the market place. Compaq is probably near completing transformation three/four with the DEC merger. As for the CFO...he never said "comfortable." He said he had to wait and see the coming data for Feb and March.