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

To: Meathead who wrote (119772)	4/21/1999 9:33:00 PM
From: jim kelley	Respond to of 176387

Meathead, I was having a discussion at lunch with a former PC director at ITT and NSM and he said the same thing. The dam could burst like it did with NEC-Packard Bell a few years ago when they tried to go direct. Regards, Jim Kelley

To: Meathead who wrote (119772)	4/21/1999 9:45:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Meathead, Hi!!! RE: Michael Dell once said that if Compaq fails to flawlessly execute the assimilation of DEC that it would be like handing us (Dell) the keys to the kingdom. Been drooling at the possibilities...Isn't Virtual Integration all about relationships?? :o) Best, kemble

To: Meathead who wrote (119772)	4/22/1999 2:12:00 AM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Meathead, I think it will be more than just a surge. Sure, CPQ is in disarray because they are a rudderless company, but more importantly they have no compass. I don't think that Rosen or Pfeiffer ever had a vision of where the company was headed. If you are going to be successful in a commodity business you need efficiency, and that is the one thing Compaq lacked because of its adherence to channel distributors. I think that any real attempt to straighten up the channel mess is at least a couple of quarters away, and that means more opportunity for Dell. Frankly, I don't care about what the analysts say tomorrow or the next day. My eyes will be peeled on the second and third quarters' top-line results. I'm expecting blow-out quarters. I also think that IBM will do well in those quarters. The funny thing about CPQ is that their channel problems (and thus their inventory problems) were so predictable. TTFN, CTC