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

To: Mohan Marette who wrote (83856)	12/5/1998 2:25:00 PM
From: VICTORIA GATE, MD	Read Replies (2) \| Respond to of 176387

Mohan Marette re<Looks like Compaq succeeded in pissing off not only the American VARs but also the international ones,way to go I say> Yes you are right , May be not help cpq and do help IBM , HP ..right now Does not mean going to help dell growth or gain more market share EXP :Just like AMD & MSN even had been lost big money for last 4 qts sure had not help intel growth but lost 35-45% low end market PC share last few qts Since they only had low end chips vg

To: Mohan Marette who wrote (83856)	12/5/1998 3:34:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Mohan, It was just a matter of time until CPQ's situation became clear. No retailer can be happy about what CPQ is doing. I have been expecting DELL to enter the high end of the subzero market with the new Celeron chip. This should create a lot of pressure on HWP, CPQ and IBM in the business market. DELL does not have two channels to support and therefore has a natural advantage over the indirect players. I think this is good timing and will increase DELL's market penetration in the business accounts. I think DELL can make more profit than CPQ in the subzero market because of its manufacturing and sales efficiencies. It now appears that they have the manufacturing capacity to address this market. What do you think of the possibility that CPQ is again stuffing the channel? "Stuff them and stab them" is a good strategy if you do not want to be competing with them in the future. Regards, Jim Kelley