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

To: Lizzie Tudor who wrote (84467)	12/9/1998 5:40:00 PM
From: freeus	Respond to of 176387

to make sure you were paying attention Phew. I passed another test. I'm very competitive you know! <GGGGGGGG> Freeus

To: Lizzie Tudor who wrote (84467)	12/9/1998 7:43:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 176387

So....I'm back for more abuse. :) Just an update. As many of you know I was here a while back and suggested at that time that DELL's franchise might not be so unique as to be un-replicatable. I recieved a swarm of data which pointed me to ERP, JIT, and DELL's unique distribution structure which was a big help....thanks! I bought at 54, but this pup ran out of steam in the mid-70's and I let my position go at 72. Shortly after this CPQ announced its new direct strategy. I'm still holding my CPQ position which I picked up at 29 and change.... So, the questions I have are: 1-DELL is stalled...or perhaps better put is the upside that is left still a decent investment? Will it break out again..or has this PC manufacturer trading at 5 times sales in a market with declining margins (read increased competition from CPQ in the DELL channel) reached it's top? 2-Why won't CPQ succeed? I know there must be a number of opinions here on this one. I wanted to get the consensus opinion. 3-Why does GTW seem so cheap???? OG