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

To: TCBinAugusta who wrote (116499)	4/12/1999 7:04:00 AM
From: Frank E W	Read Replies (1) \| Respond to of 176387

Listen to this BS from EP! From EP to employees of COMPAQ From my earlier communication this year, you have been aware that we were facing a difficult first quarter in terms of demand and competition in the market, particularly with regards to pricing. While each of you has worked hard to achieve the first quarter financial objectives, we were unable to reach our initial forecasts. Friday afternoon, we issued a press release informing the public that 1Q revenue and earnings will not be meeting analysts' estimates. I have asked each of my managers to work aggressively to assess their business and manage their financial models to be in line with forecasts. Specifically, we must focus on managing efficiencies, reducing operating costs and managing expenses. With this message, I am asking each of you to contribute to these efforts in every possible way. I am confident in our future direction. We have the most compelling strategy in the industry today, offering the most robust line of products and services anywhere. Our strategy to focus on achieving Internet leadership in all aspects of our business is fundamentally sound and competitively unmatched. Next week we will be announcing at Innovate 99 an aggressive new enterprise strategy that will ignite growth and opportunity for the company. We will also continue to drive leadership in our PC business. As a company, we are known for our ability to succeed in extreme competition. Today is no different. I look to each of you to stay focused on improving our capabilities and profitability and achieving industry leadership. EP

To: TCBinAugusta who wrote (116499)	4/12/1999 7:08:00 AM
From: abraves	Read Replies (2) \| Respond to of 176387

Yeah, I agree. CPQ did this same crap last year. Cram the channel to have a good christmas quarter and then they spent the rest of the year managing inventory. Then, last year, when they warned after the christmas quarter, they tried to take the whole sector down with their stock by saying that Asia would kill everybody. I remeber DELL coming out the next day and saying there quarter was going fine so that their stock would not suffer to bad. Well here we are again, about 2 months ago, 5er was strutting around like a rooster talking about how they were eating into DELL's profits and what a good quarter they had. And 1 quarter later they are going to miss the estimate by half. And then try and drag down the whole industry by saying it was price competition. I agree some of it was price pressure, but I think most of it is that CPQ is losing a ton of business to DELL. I wonder if 5er and Clinton are related? I believe both of them about the same amount (0%). It pisses me off when 5er tries to keep everyone from selling his terd stock by talking down other stocks. I guess he is trying to say why sell CPQ if DELL and everyone else is going to suffer the same problems. Even if DEL and GTW had bad quarters, I know they would not miss by 50%. CPQ should change their ticker from CPQ to LOSER.