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

To: OLDTRADER who wrote (129301)	5/27/1999 1:14:00 PM
From: rudedog	Respond to of 176387

w- I agree that in the PC space DELL is winning easily and will probably continue to do so - have said as much many times. The question that is dogging the stock now is what's in store for act 2? Despite appearances, I believe CPQ has been moving away from PCs as the center of their business for many years. One can certainly question their execution but not the need to go in that direction. I would prefer to see DELL do something "completely different" - 3 IBM's is enough. I had expected a clear vision and strategy with proof points in late '98 and was surprised when it did not happen. Now I can only assume that DELL is still determining the elements of that strategy.