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

To: taxman who wrote (119485)	4/20/1999 10:49:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 176388

taxman, Perhaps, but I doubt it. I suspect that CPQ will soon become a teenager if not less but that's less than $4/share away. DEC was a struggling Minicomputer maker that lost its niche and was being squeezed hard between IBM and the Workstation companies. Tandem is about to lose its niche - look for recent news related to Newbridge Networks and Telehub for a much more capable, much less expensive, much more manageable solution that will throw Tandem's boxes out of COs. And the original CPQ missed the boat when it came to the emerging ECommerce world. Dell has already eaten much of its lunch here. Last straw in my mind is Rosen, the man with the power on CPQ's board, saying that the Strategy which led to CPQ's failure is "fundamentally sound". Either he's far less bright than the street gives him credit for, or he's got some kind of blind spot that's preventing him from recognizing reality even after it bites him. I'd take the report with several grains of salt. (ok the Pacific ocean worth. ;-)) Ian.

To: taxman who wrote (119485)	4/20/1999 11:02:00 PM
From: TREND1	Read Replies (2) \| Respond to of 176388

taxman HAL indicates that CPQ is very close to BUY SIGNAL and it may happen tomorrow. DELL is not very near BUY SIGNAL. Comments ? Larry Dudash

To: taxman who wrote (119485)	4/20/1999 11:15:00 PM
From: Chuzzlewit	Read Replies (3) \| Respond to of 176388

Now all that's missing from the report are a few details. Like how is CPQ supposed to transition itself into a direct model without losing market share. And how it might do this without showing some losses in the computer business. Maybe they can pull this off seamlessly, and maybe you also believe in the tooth fairy. Let's see, we have the following PC companies in varying degrees of disarray: CPQ, HWP, and IBM. Does this begin to tell us which company will absolutely dominate the sector? TTFN, CTC