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

To: Boplicity who wrote (75812)	10/30/1998 10:15:00 AM
From: Mazman	Read Replies (2) \| Respond to of 176387

Greg, Hard to say. Though CPQ may becoming more attractive, I just don't feel its positioned to gain worldwide market share as successfully as Dell. regards, mazman

To: Boplicity who wrote (75812)	10/30/1998 11:06:00 AM
From: T.R.	Read Replies (1) \| Respond to of 176387

That may be true, I know I bought some CPQ before last summer with a similar rationalization. I paid around $27 for it and sold at $35. The stock movement was almost painful. I transfered those funds into DELL and well..you know the rest. If you do a percentage gain that works out to about 34%. Maybe I've become too confident in DELL but I believe it is not unreasonable for Dell to grow at least that same rate over the same period of time. T.R.

To: Boplicity who wrote (75812)	10/30/1998 11:48:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Dell on top of the heap? Naaah not yet. Greg: With only less than 10% of the market share how Dell be on top the heap,they are way down the heap if you ask me.CPQ on the other hand is on the top of the heap and they can only fall from that lofty position,don't let the 1 point gain in the stock fool you.<g>

To: Boplicity who wrote (75812)	10/30/1998 11:56:00 AM
From: MulhollandDrive	Read Replies (1) \| Respond to of 176387

Greg... >>The others PC corps. are stuck with the re-sellers.<< I watched the EP interview on CNBC this week and his opinion was that there would always be a need for retail. I agree with that. While experienced computer users have no fear or concern about buying pc's direct, the first time buyer more often than not wants to "see and feel" what they're getting. I think the last time I heard only 20% of American homes have pc's, so that market is huge. On the down side though, the first time buyer is most likely looking at the sub 1000 machines. Whichever company makes the strongest inroads in the first time buyer market has the edge on the upgrade cycle, assuming customer satisfaction. bp