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

To: Ex-INTCfan who wrote (80243)	11/14/1998 1:25:00 PM
From: BGR	Respond to of 176387

Strange that it came across that way to you, INTCfan. Personally, I always felt that the challenge that CSCO faces from LU (and to some extent from ASND) is more formidable than the challenge that DELL faces from the other boxmakers. CSCO's business is in the bleeding edge of technology and it's rivals in that business have some very impressive credentials in the field of technological innovation indeed. OTOH, DELL's forte is not in technology but in operations IMHO, where it's rivals have been sadly lacking in strength at least for the past few years.