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

To: Elwood P. Dowd who wrote (74379)	10/25/1998 7:04:00 AM
From: D. Swiss	Read Replies (3) \| Respond to of 176387

El, I realize you are a CPQ bull, but give me a break. CPQ hasn't done anything in the past year. Several analysts have been upgrading CPQ for the few months and the stock has done nothing. Management has mismanaged its inventory and commenced a price war to address this issue. On the other hand, Dell has executed flawlessly, managing to make more than CPQ, IBM, HWP and GTW combined in the past two quarters during the price war that CPQ started. Additionally, the top executives (or at least Earl "the Pearl" Mason) owns almost no shares in his own company while Michael Dell has about 200 million shares. Yes, I know Earl baby has options, but why won't he own the stock when he exercises them?????? IMHO, CPQ management will be engrossed in trying to make the DEC merger work for the next year. Their will be layoffs, people stepping over people and poor morale. These are tough issues to overcome. During this time Dell will thrive on CPQ's weakness and continue to take advantage of its forward momentum. Dell is building new factories, CPQ is laying people off. Which picture looks better? One last point, telling us that your broker thinks CPQ doesn't mean anything to me. Most brokers are high priced salesmen with little financial analytical skills. When I first bought Dell in November 1995, a Merrill broker told me he didn't like Dell, he liked CPQ. Now that Dell has grown almost 3000% since I bought it and CPQ has grown by how much -300%? Tell me who was right. I have learned the best advice to depend on is your own. Best of luck to you. :o) Drew

To: Elwood P. Dowd who wrote (74379)	10/25/1998 10:05:00 AM
From: PMS Witch	Read Replies (3) \| Respond to of 176387

If you keep your DELL, how much commission does your broker make? (Hint: 0) If you sell your DELL and buy CPQ, how much commission does your broker make? (Hint: $$$) You have a choice of who will prosper; you, maybe, or your broker with certainty. P.W. P.S. Dumping my broker was the wisest investment decision I ever made.

To: Elwood P. Dowd who wrote (74379)	10/25/1998 10:37:00 AM
From: ace al	Respond to of 176387

Elwood, are you really going to believe your broker!!?? Do your own research on both then make your decision!!! I have and it's DELL!!! PS. Ask yourself which company is more focused for future growth. AL T

To: Elwood P. Dowd who wrote (74379)	10/26/1998 1:10:00 AM
From: PAL	Read Replies (1) \| Respond to of 176387

He said that although Dell has had a great run, that the big money on Wall Street was now focusing on CPQ Change broker: Leading funds Selling Compaq, Netscape is the headline of an article in IBD 10/23/98. Compaq is the fourth in largest net sellers by leading mutual funds: # funds selling 93 # funds buying 59 Net # selling 34. IBD states that the list could tip you off to companies with possible problems before they become iobvious and the shares sink. The table is updated monthly and the next figures will be available Nov 20. Show your broker this article and ask him to back up his opinion.