Waiting for the big Kahuna Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Waiting for the big Kahuna

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Skeeter Bug who wrote (14896)	3/11/1998 5:38:00 AM
From: Chris McConnel	of 94695

Hi, how's it going. I'm having a hard time reading Dell. I still think about the crappy systems they use to sell and not real sure about the quality today. But I think their selling boxes over the internet was brilliant. You're right a 50 PE for manufacturer is bit on the high side. Maybe now, with CPQ threatening a price war, Dell will have a harder time next quarter, but a price war this late into the quarter may not skew their earn. estimates. But of course it all perceptions on these things, so there maybe a real good trade there. For me, I will wait to see if Dell goes any higher before I'd buy PUTS on it. Also I'm keeping an eye on the SPX index. The SPX seems ripe for a tumble. - Chris

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next