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

To: Mohan Marette who wrote (115983)	4/10/1999 1:27:00 PM
From: Patsy Collins	Read Replies (1) \| Respond to of 176387

I agree with your read on DELL. Look at it another way, CPQ has DEC, a margin killer. by the way, have you seen the Nikon 950 Coolpix yet?

To: Mohan Marette who wrote (115983)	4/10/1999 1:28:00 PM
From: Catcher	Read Replies (1) \| Respond to of 176387

silly comparison i guess but if ford announced tommorrow that earnings would be 1/2 what everyone was expecting i can't help but think gm would be experiencing some significant problems as well. wasn't aware, mohan that amd was inside so many cpq boxes. thought cpq used amd for the $999 specials. i picked up from cpq's comments that those boxes were selling ok ...that in fact that was a big part of the problem-- cheaper price per unit long term positive for dell no doubt --buying opportunity is worst case scenario

To: Mohan Marette who wrote (115983)	4/10/1999 1:31:00 PM
From: M. Robins	Respond to of 176387

Couple of points: 1) It's about EXECUTION. CPQ has a good track record at being in the right place at the right time, but their execution is terribly lacking. Buying that dog Digital is a fine example. Buying that dog Tandem is another. CPQ quit acting a long time ago and have been reacting for that same time period. DELL is still calling the tune. The recent IBM, GIGABUYS, CHINA and EMC announcements are representative. 2) I think the GIGABUYS website is upside for the qtr, but I hear very little about the revenue being generated there. Any insight? I'll bet you that those analysts with buy recommendations on CPQ have their personal portfolios in DELL. LONG and STRONG DELL. (And INTC, CSCO, SUNW, AOL, MSFT...)