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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Martin Rasch who wrote (711)	3/8/1999 9:45:00 AM
From: chaz	Read Replies (2) \| Respond to of 54805

I don't hold DELL, but if I did, I would not sell. I believe, you see, that Michael Dell knows that his future is not in PC's, but in connectivity...and if we are going to enter a phase of internet hypergrowth, Dell has another warp factor in store as well. JMO As for CPQ, OK company, big sales, but I see a so-so future...even with all their technology company acquisitions...especially with digesting them into a business model that functions as smoothly as (say) Dell. Again, JMO.