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

To: rudedog who wrote (84881)	12/11/1998 11:20:00 AM
From: stock bull	Respond to of 176387

Rudedog, re:<<DELL has some significant challenges in 1Q and 2Q. The management knows this and is obviously taking steps to get ahead, but it will take some time and they have underestimated how fierce the battle will be in the key enterprise space IMO.>> Would you mind expanding on the nature of the challenges and why you think Dell "underestimated" the battle for enterprise space? Thanks for you interesting response. Stock Bull

To: rudedog who wrote (84881)	12/11/1998 11:42:00 AM
From: Lee	Read Replies (3) \| Respond to of 176387

Hi Rudy,..Re:.CPQ will catch DELL in stock price sometime in 1H99, maybe as early as 1Q. Wow, that smooth, unruffled and totally professional demeanor got fluffed? You are correct that this thread mostly dwells on the positives; however, I'm not exactly clear about what benefits a 5 X R&D budget can have on a business market determined to have customized solutions for their IT requirements. Also, if CPQ is taking the path of the high-end enterprise business and relying heavily on service, (I stipulate it is excellent service and the same service which propelled Dell to the service awards previously), wouldn't it be logical to assume the same type of growth rate for that particular business direction? If we look at performance for the past 100 days, we can't discern much except the market has trouble deciding where to put long term money. techstocks.com However, if we look at longer term performance, and using the same logic that CPQ is moving to compete in the IBM space, wouldn't we also conclude that implies an IBM growth rate? techstocks.com Maybe I am missing something important, but this direction for CPQ logically implies slower growth? Apart from the obvious newly found street enthusiasm. <vbg> Regards & very respectfully, Lee

To: rudedog who wrote (84881)	12/11/1998 12:11:00 PM
From: John Hauser	Read Replies (1) \| Respond to of 176387

>> CPQ will catch Dell's stock price For that to happen CPQ will have to move to $400/share to match Dell's 5 year performance. JH

To: rudedog who wrote (84881)	12/11/1998 12:15:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Dog, You are smart enough to know that the WSJ article is pure stock promotion PR. They are making up facts to support their specious argument. DELL grew 12.2% unit sequential last quarter. Not the 8% they are trying imply. In addition, the saturation argument is flawed. Because if the market is saturated for DELL it is also saturated for CPQ. Moreover, MUEI and GTW both target the SMB market where CPQ has its direct program. Thus CPQ real targets are MUEI and GTW . I guess business is war and in CPQ's case they have expanded the definition to include customer and stockholders as well as their competitors. Lying is justified in war! Regards, Jim Kelley