Intel Strategy for Achieving Wealth and Off Topic Message Board

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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic

INTC 37.51

-0.8%

3:59 PM EST

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To: Stonehenge who wrote (18263)	3/9/1998 12:45:00 PM
From: Brian Malloy	of 27012

Stonehenge, My thinking is just the opposite from dlj. I think one should cast a wary eye on CPQ for the next few quarters. They have some major problems to work out. On the other hand, I expect DELL to be flat to down in sympathy with CPQ, MOT and others as we run into earnings reports in April. I expect DELL to hit a "relative" low point in April due to uncertainty involving the general sector. I'll be buying DELL then. Once Dell reports in May it will become apparent that they don't have the kind of problems that CPQ does; that Mike Dell is talking straight and the stock will start moving again. I think people hear inventory and inventory turns, and build to order models but dlj shows that they do not understand what this means from a fundamental bottom line perspective to DELL's revenues.

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