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

To: rudedog who wrote (118437)	4/18/1999 4:46:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 176387

There is one really exceptional CEO available in the boxmaking area and that is Steve Kahng from Power Computing. There were talking about him as Apple CEO at one point and imo he could have done it but of course Jobs stepped up to the plate has has done magnificently (Jobs didn't want it at first). But Cpq is just too big and diversified now for him... too bad, however in the low end space there is nobody better than Kahng. Power Computing was an awesome marketing machine too.

To: rudedog who wrote (118437)	4/18/1999 4:48:00 PM
From: OLDTRADER	Read Replies (4) \| Respond to of 176387

RE:Here is the way I see it.CPQ saw DELL coming up fast-to hide the embarassment of their defeat they decided to blur the big pic by buying DEC moved rev's up big.Pushed service-media/cover stories to cover their defeat."If the had better computers they wouldn't need so much service/joke-son."DELL now absolutely IMHO owns the business of purveying PC's worldwide-DELL is presently in the process of destroying CPQ's "last best hope -the server business."Best.wbm

To: rudedog who wrote (118437)	4/18/1999 5:50:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

Rude- I know you have posted similiar thoughts along this line, but just to complete your post to William Michaels: Pfeiffer/Mason's biggest faux pas, and what I firmly believe ultimately cost them their jobs was not the difficulty of the DEC merger or not getting the cost structure in line quick enough (very important and, I would say, job threatening)... What killed them was the debacle of last year (Pfeiffer coming out and saying "all OK" and then week/ten days later warning), AND THEN this year's debacle..The "its the industry's fault" routine, and the amateurish handling of the situation to Wall Street before, during, and after...Credibility was totally lost after the latest incidence(s) The coverup killed 'em... For Compaq's sake, I'm glad to see Rosen make the comments that he has "Difficulties were Compaq's fault"...first step is restoring credibility... Assuming Compaq hires an equally or more competent management team that Pfeiffer/Rosen, they made the right move by forcing their resignations..the cloud would have remained for quite some time (among investors) concerning Compaq...