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

To: jhg_in_kc who wrote (112377)	3/25/1999 4:44:00 PM
From: Mohan Marette	Respond to of 176387

You are asking me? I'll let you know in couple of months.<eom>

To: jhg_in_kc who wrote (112377)	3/25/1999 5:18:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

jhg, of course there's money left, but what you are witnessing is the inevitable winnowing of the field based on efficiency of operations. CPQ, HWP and IBM have all experienced significant problems in generating profits in the PC business because of their uncompetitive cost structures. IBMs gradual departure will create a vacuum that will be filled by guess who? I expect Dell to increase market share over the coming years, and this time the losers will be companies like CPQ, HWP and IBM rather than the white box makers as in the past. TTFN, CTC