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

To: Eggolas Moria who wrote (118010)	4/16/1999 12:23:00 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

Gary - re: Companies such as DELL and IBM, which have substantial server business, will not be as affected immediately As a percentage of total revenue, CPQ does 50% of its business in other than PC products. The figure for DELL is about 10%. So how does the author figure that CPQ is more sensitive to this effect than DELL? Don't mean to put you on the spot, I know you were just commenting...

To: Eggolas Moria who wrote (118010)	4/16/1999 1:36:00 AM
From: hdl	Respond to of 176387

u may not b short or long, but i, as a dell bear, welcome u compared to LT, Pigman, and other bears with nothing to say

To: Eggolas Moria who wrote (118010)	4/16/1999 11:08:00 AM
From: JRI	Read Replies (2) \| Respond to of 176387

Gary...I'll have to get back to you about the issues in your post (the article)... If you recall, I did not call the Barron's article stupid. What I called stupid was CNBC's comment about the article...If one (CNBC) is doing a summary of a story, especially a brief one, it should follow that the brief summary is as logical as the story itself.. Their summary was confusing (for anyone keeping up with the industry). I really wasnt looking to have the story explained to me, but since you've done it....I'll get back to you on your points...Thanks for your efforts...