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

To: Mark Peterson CPA who wrote (104416)	2/24/1999 8:37:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

The story of 'reluctant-strategies' and E-Commerce. Great article- I been telling ya that CPQ and the likes would be competing against themselves as long as they maintain a hybrid system of distribution,at least until such time that they decide what to do.Come to think of it one can't serve 'mamon' & 'god' at the same time now can you,hummm may be Compaq knows a way and oh what's up with CPQ and their buying up all the crappy internet companies while ignoring an obvious goldmine-Alta Vista! Speak about efficient deployment of cash...yeah these guys are going places I am telling ya (NOT>. As for 'reluctance' to embrace E-Commerce,Compaq for one said so themselves at the COMDEX show last year. Now I have no idea how a reluctant-strategy could become a successful strategy,it's beyond my comprehension.

To: Mark Peterson CPA who wrote (104416)	2/24/1999 8:58:00 AM
From: TCBinAugusta	Respond to of 176387

Great article, Mark. You know, it seems to me that CPQ really has a problem. They are in the process of backing off from their retail sellers and trying to move to the internet. So it seems they are in the position of (1) reduced sales to retail sellers as the resellers move to other sources of supply, and (2) not having the stellar internet sales to support this decline. This means to me a possible revenue slowdown to them while they are trying to bridge the gap. CompUSA has already started making their own brand of "CompUSA" computer - made to order. I was in the local store and asked them if one of the "biggies" (Dell, CPQ, etc.) was making them for them but they said it was completely their own manufacturing. Meanwhile, the first thing the salesman said when I inquired about the new machines was that they were of "Dell quality". I wonder where their manufacturing plant is - Austin, perhaps? Change the subject - things point to a big day for Dell today. TCB