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

To: Ian@SI who wrote (119482)	4/20/1999 10:37:00 PM
From: taxman	Read Replies (3) \| Respond to of 176387

from bull market report. i've found most of what they say to be very informative even if i'm not a compaq bull. regards COMPAQ DISCUSSION DEPARTMENT Compaq has been bombed of late and those not in the stock have before you an amazing buying opportunity. If you are an owner of Compaq, if you wouldn't sell the stock at these levels, then you should be a buyer, lowering your cost basis in the process. Many are worried that this “PC” company will find its margins dried up and no where to turn. Let me assure you that this is not the case with Compaq. They have two other businesses that will each throw off more profits in 2002 than the core PC business. If the services and storage businesses continue to grow at current rates, they will reap profits of $3.5 billion and $3 billion respectively vs. $3 billion for PC's. This news comes from Oppenheimer, one of the Street's research firms. In addition, Compaq is starting an aggressive web strategy. One of their goals is to make AltaVista a first class portal company and then reap the rewards by taking it public. Their Shopping.com store site is being promoted heavily on AltaVista and there could be some big results in the future from this synergy. The recent shake-up in top management is a good sign too. Eckhard Pfeiffer's ouster as CEO and president of Compaq Computer Corp. was the culmination of a long process aimed at getting the company back on track as an industry leader, according to Chairman Benjamin Rosen. We will say this again: 18 months from now, you will look back on this period as an opportunity to pick up a $50 billion company for peanuts.

To: Ian@SI who wrote (119482)	4/20/1999 10:38:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

<<If Rosen holds onto the failed strategy, Dell will have no difficulty surpassing them within the next 4 years or less.>> Hmmm....maybe our friends at CPQ are trying to execute a failed strategy even more effectively <GG>....I would bet that DELL will surpass CPQ in almost every area (PCs, servers, storage etc) in well under 4 years. DELL's virtual integration model is extremely powerful and DELL's internet efforts enhance its impact. DELL will prove that they are the next DELL. Best Regards, Scott