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

To: Meathead who wrote (130744)	6/3/1999 1:53:00 PM
From: TREND1	Read Replies (3) \| Respond to of 176387

MEATHEAD you wrote The worse CPQ gets, the easier it becomes for Dell to beat Dell. That is my point ! DELL should not be looking over it's shoulder at CPQ. What info can you put forth that each customer CPQ loses must go to DELL ? How about those GATEWAY stores ? Where you go in... test drive a PC and then order it and have it made and mailed to you in one week ? What is DELL doing about things like this ? Larry Dudash

To: Meathead who wrote (130744)	6/3/1999 3:44:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Meathead, I know what you mean. That is why I have been following CPQ as it stumbles over its business model and other issues. It is becoming ever more apparent that companies like CPQ, IBM and Packard Bell are on their way out for inability to adapt to a new business paradigm. A billion here, a billion there and pretty soon your talking about losing real money. IMO, DELL should stick to its long term strategy and adapt its tactics as new opportunities open up in the PC market as a result of the failures of the other companies. These slippages by the other companies just offer DELL the opportunity to move forward a quarter or two faster toward the strategic goals. Regards, Jim Kelley