Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Eggolas Moria who wrote (119068)	4/19/1999 11:49:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

Agreed. Obviously, it would be classless to do anything of the sort (or even really comment) in any official way.. In the short-run, it can be nothing but a positive (if anything) for Compaq's competitors...I'm sure the sales force is jazzed (Dell's, that is...)..Regardless of the party line, it does add some doubt/confusion to the selection process (that is, if you are thinking on selecting Compaq)......surely, Compaq will lose at least a little momentum (but probably not a lot) as a result... Also, despite what Rosen is saying, I doubt Compaq will be able to speed up decision-making/radically change things in the interim...that means CPQ is stuck (for a while, at least) with the same model that got them in this mess... From what I gather, though, Rosen has a very good track record, and the "confusion time" will not last too long...