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Technology Stocks : Seagate Technology -- Ignore unavailable to you. Want to Upgrade?

To: William Epstein who wrote (6861)	2/15/1999 1:31:00 PM
From: Kevin Linder	Read Replies (1) \| Respond to of 7841

William; there may be some truth to fears about DELL. Let me point out one thing though. DELL has benefited from two factors: One is dramatically dropping component prices (among these hard drives); the second is catching CPQ and IBM flat footed by the direct business model. In the fist case, SEG, WDC and others will benefit if DELL stumbles. In fact, this may be a reason for DELL to get hurt -- BTO models are not favorable in a rising price market. This has been the opposite of recent models. DELL and other manufacturers benefited from rapidly dropping prices and had leverage. The second scenario -- that of a revived CPQ already seems to be true. CPQ sales are up and are growing. All of the new computers our corporation buys are CPQ's. In contrast to a few years ago when it was DELL. Somebody wins, somebody loses. DELL's numbers tomorrow will not really tell the whole story. BTW, Cable Internet services seem to be exploding on the East Coast. That will drive video and bigger file downloads and ultimately benefit the drive makers. Hope you are having a good day. It feels good to have a few free minutes to post here again. Kevin Linder