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

To: The Phoenix who wrote (84476)	12/10/1998 12:37:00 AM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 176387

Gary... youre looking for abuse and you send a post to me?? Hmmmmmm <gg> I think you should direct this question to Chuzz, rudedog, Jim Kelley and some others on the thread that can speak to the relative performance of Cpq stock vs. Dell. I cannot do that, as I am primarily fundamentals only. That said, everything we told you a few months ago remains true, as far as I know. Dells server line is on schedule which I felt was the key space that would propel Dell into the next phase of growth for the company and the stock. However, I need to point out that msfts troubles with the DOJ have not helped here - because in order for Dell to really have an effect on the low to midrange server space, they have to commoditize it... and that requires the widespread acceptance of NT as well as Sql Server as a preference to Unix/Oracle. A few months ago I genuinely felt msft would be bundling Sql Server 7 with NT and that would be the end of unix in the low to midrange space. I have no idea where that went... msft is not doing it now, I dont know where Sql Server is - the only thing I hear out of Redmond is DOJ stuff and IE. So, the commodity box I envisioned isnt there... I dont know if its stalled or what. With regards to cpq, all I can say is, from a mfg standpoint Dell still kills them. And heres whats really important - Dell outmarkets Cpq in my opinion. Cpq does have more sophisticated service and support which they bought from Dec, etc. As I say, in the past I didnt think much of the Dec acquisition because I felt service was going to be relegated to the high end... but now, who knows. Rudedog I know thinks service is very important so I am not in the majority when I say service is a dead business. I might be different than others here however I firmly believe that for Dell to work, and Dells stategy to win, you need a homogenious product more or less. As long as servers require tuning, selection of misc software by the customer etc to run, then Dell will not be as effective. But if its the kind of product that a customer buys and plugs in with everything already on there - then Dell is the winner. Personally I dont see this stock, or this sector (computers) as the biggest winners for 1999 in my portfolio. My favorite computer companies remain Dell first, Cpq second and way back in the list is Sun (I think sun is terribly innefficient, and Dell outmarkets everybody anyway) I think Cisco will probably do slightly better than Dell but the internets are my favorites. If I knew more about cable modems etc there are probably some winners there too but I dont know that stuff.. @home and some of those... (I dont know the difference between cable and vdsl?) OK after all that you have to agree with me on this... the Dell thread is one happening place! Michelle

To: The Phoenix who wrote (84476)	12/10/1998 9:42:00 AM
From: TigerPaw	Respond to of 176387

1-DELL is stalled... This is a normal Dell pattern. As Dell gets bigger it is harder for the stock to return 500% so this year it's down to 200%. There are several years left before it stalls (if then). Why won't CPQ succeed? Compaq was built under a rapidly obsolete mfg and sales paradigm. While it won't succeed, it's not going to fail soon. Just ordinary large cap growth. Why does GTW seem so cheap???? Gateway can't break into the business sector which is willing to pay a decent margin for their computers. Also the CEO is satisfied with what he already has. TP (Who is a consensus of one)