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Strategies & Market Trends : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: dennis michael patterson who wrote (17450)	11/6/1998 12:42:00 AM
From: Electric	Read Replies (1) \| Respond to of 42787

Cramer is a kook, a funny kook but still a kook.. Notice how DELL has kept silent and hasnt worried, they never have and they never will.. Did anyone read the USA TODAY a week or so ago comparing DELL and CPQ? CPQ is trying to model DELL, but the article was commenting on how DELL has new equipment and an excellent process model which is efficient and CPQ is using old equipment and has real problems in the installation of the process. I got my accounting degree and we studied the process that DELL has in place and what CPQ is trying to get in place and believe me it is impossible to get in, but when you get it in place there are major benefits. I dont think CPQ can do it and do it efficiently. And you are right on PAIR.. Still dennis, CSCO just about said it on CNBC that they are going to buy PAIR, that is why the stock rose. It has what CSCO and LU and NOK.A needs, it will be bought, I was in early but I think I will wait it out, the downside is limited IMO.. Now it is off to bed..