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

To: Venkie who wrote (116801)	4/12/1999 6:27:00 PM
From: stockman_scott	Read Replies (5) \| Respond to of 176387

<<To all: I still believe CPQ has the right stuff!! Their current management team needs help, but I like the franchise and its current price. However, although I own a position at 44 I did not double down at these bargain basement prices!! I believe we"ll see the 20 to 22 dollar range soon. Look for a DEAD CAT bounce tomorrow and then a move to 22 or so on Wednesday. Thats the DAY I scoop up additional shares. Good Luck and Good CPQ hunting!!!! >> This is a post from a VERY naive investor on the CPQ thread.....IMHO, CPQ is more like a dead cat with VERY few good reasons to bounce....it will be out of favor for months....why don't the investors cut their losses and move on ..???? I CAN NOT understand it...IMHO, they could put what they have left in a quality stock like DELL, CMGI, AWRE, etc..and in 6 months could easily have the chance to more than double their money.....With CPQ, in 6 months $30 might look like a good price. It is tough to regain credibility and re-invent a flawed business model -CPQ is clearly demonstrating this <GG>. Just my late Monday afternoon views. Regards, Scott

To: Venkie who wrote (116801)	4/12/1999 9:28:00 PM
From: Rich Young	Read Replies (1) \| Respond to of 176387

Yeah, DELL conspicuously absent from the pooh-pooh parade today. Funny how this whole thing is kind of working out to Dell's advantage in the end. I was watching CNN headline news just now and they had a piece on about the CPQ thing & the whole PC market being tough. They featured the European PC market & had some commentary that it's just really tough for anyone to make money in this business any more, unless you're dealing directly with the customer, like DELL and Gateway. The whole thing is really pointing up to everyone what we here have known all along, that DELL has the best business model and the best execution in the industry and that they can make more money than anyone else at any price point because of it. Rich