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

To: SirVinny who wrote (102358)	2/17/1999 11:55:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

<Kumar/Niles) OK,then tell it to their face-I did.<g> Vinny, Do it to them then,it won't do any good but you feel good, but take it easy on my 'bros' ok.<vbg> Kumar is here. piperjaffray.com & Niles here rsco.com rsco.com

To: SirVinny who wrote (102358)	2/17/1999 11:59:00 PM
From: Sloth	Read Replies (2) \| Respond to of 176387

Vince, I saw Niles on CNBC today and he was a bit arrogant about the competitors compared to DELL. I have held CPQ for five years and his comments made me laugh. He spoke of CPQ like it was the holy grail. If he held CPQ in the last two years he would not only have been frustrated, but would not have spoken so glowingly about their management and the potential. I bought DELL only because they were killing CPQ. I still have both. I still believe that DELL will way outperform CPQ. CPQ is saddled with a management that treats the stockholders like cattle where MD thinks his stockholders are his personal soldiers. There is something to that. CPQ management has the attitude that it is a huge company and it can screw the little guy. DELL trys to be a lean aggressive company even though it is also huge. My father worked for Texaco many years ago before his death. I still own their stock mainly for his memory. He told me a story about when Texaco lost the $11 Billion lawsuit to Pennzoil (he was one of the top attorneys for the case). The gist of the inside story was that Texaco was willing to sell the longterm stock holders down the tubes to finance a short term easy fix to the lawsuit. What shocked me at the time was the people who would be most affected were the retired employees of Texaco whose retirement package was based on the stock performance. There you have a company willing to destroy the very people who made the company what it was because of an arrogant and less than honest mistake they had made in the short term. This is what CPQ management reminds me of today. Sloth