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

To: Mohan Marette who wrote (86725)12/23/1998 11:32:00 AM
From: Ex-INTCfan  Read Replies (1) | Respond to of 176387
 
Mohan, excellent post regarding Compaq. Makes me wonder if they really know what they are doing when you consider their other blunders, (late to direct selling, stuffing the channels last year, not fully leveraging Altavista, etc.). Now this strategic error in networking. Sounds like a bloated company infatuated with getting to $50 billion in sales, rather than providing customers with what they want. Thankfully, I've been out of CPQ for some time.

I've heard that before you buy a company, you should first look at the quality of management. In comparing Dell to Compaq in these terms, Dell is the sure winner.

Go DELL!

INTCfan



To: Mohan Marette who wrote (86725)12/23/1998 11:42:00 AM
From: jim kelley  Respond to of 176387
 
Thamks Mohan,

Some of the Dogpaq boys get upset when I ask them how CPQ is going to lower its costs enough to make a difference this quarter.
10-11 B in sales with little profit does not make a great business.
The much vaunted DEC service business had flat growth before CPQ bought them and lost key clients. So did the Tandem business.
Now it turns out that the Micocom purchase was another loser.

we will see ......


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