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

To: Mohan Marette who wrote (77054)	11/8/1998 1:59:00 PM
From: Patrick E.McDaniel	Read Replies (3) \| Respond to of 176387

Mohan, it's story time! I was at a software store at the mall when a kid about 15 came in and bought a computer game. The clerk asked him what kind of computer he had. The kid said he was going to order a Dell. The clerk said he could save money if he built it himself. The kid said he wanted the computer to work so he was going with a Dell. Kid's are getting smarter all the time! DELL, IT'S NOT JUST A BUSINESS COMPUTER ANYMORE! Pat

To: Mohan Marette who wrote (77054)	11/8/1998 2:03:00 PM
From: Elwood P. Dowd	Respond to of 176387

Mo... didn't say "faster," said about the same period of time. Thanks for your thoughts and I hope that your success continues. In the big picture(the economy, interest rates, consumer demand, etc., etc.), what's good for DELL is good for CPQ and vice-versa. If DELL turns in a good earnings report this week, it will be beneficial to both of us. El

To: Mohan Marette who wrote (77054)	11/8/1998 8:13:00 PM
From: rudedog	Read Replies (2) \| Respond to of 176387

Mohan - I agree that Dell should be able to grow revenue faster than CPQ on a percentage basis, at least for a while. But CPQ stock has been in the toilet for over a year. If they get their act together they could nearly double just getting to a valuation roughly equivalent to Dell's. So if you believe that Dell is fairly valued (as I do) then it may grow by 30-50% annually, tracking revenue growth, while CPQ should come back with a double just making up for lost ground. By the time that gets sorted out over the next 18 months, I expect their stock prices to be close to equivalent (split adjusted in Dell's case of course!!!).