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

To: Chuzzlewit who wrote (121885)	5/3/1999 1:56:00 PM
From: jim kelley	Respond to of 176387

CTC, Well, I do not think they will be successful in restructuring CPQ. The entire upper level of management seems to have a " me too strategic vision." I think they are faced with the nearly impossible job of reinventing the company. The management is clueless. It has been concerned mainly about manipulating public perception of both CPQ and its competitors. Propaganda may be necessary in war but it is not sufficient to triumph. I believe it is too late for CPQ. They missed their opportunity. They will only get another opportunity if their competition trips over itself. Regards, Jim Kelley

To: Chuzzlewit who wrote (121885)	5/3/1999 1:56:00 PM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

<< If it is not done then I believe that CPQ will inexorably evolve into an "also ran" service company.>> Chuzz: You are right. IMO the window of opportunity for CPQ (to make major changes) is closing. Wall Street has been way too patient with this company. CPQ must radically redesign strategies and gain commitment from many different stakeholders. Unfortunately, I feel that the top talent will continue to migrate to other firms (like DELL). Without the right team in place, the ship will sink. DELL's superior virtual integration model is sure not making life easy for CPQ. In fact, I expect DELL to take new business from CPQ's high end enterprise storage and server offerings. This will eat away at the margins that have subsidized the inefficient PC operation. Its a tough situation for investors. They could cut the stock loose now and switch over to DELL or other high performing alternatives. Or, they could hold their CPQ shares and face the very real possibility of a further loss in market value. Again, it all comes down to investing in management. DELL's management and their track record have become legendary. CPQ has become legendary as well...but for totally different reasons. Best Regards, Scott