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

To: JRI who wrote (116677)	4/12/1999 1:22:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

<< It appears that Compaq's attempts to go from indirect to direct are about as difficult as Russia's attempt to go from planned economy to a (regulated) free-market system.. Where are the bears (who used to argue) that the direct model was easily emulated and provided little or no competitive advantage. Au contraire... >> Nice metaphor john. I totally agree with you. Yet, I feel sorry for CPQ shareholders...I am not as patient as they have been. When a company does not execute consistently, I move on -- sometimes losses can be compensated for much more quickly than people realize....it's a stockpicker's market ...And IMHO MSD will continue to give shareholder GOOD REASONS to pick his stock <GG>..!! Best Regards, Scott