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Technology Stocks : Dell Technologies Inc.
DELL 133.59-1.8%Dec 3 3:59 PM EST
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To: hpeace who wrote (24549)12/9/1997 12:20:00 PM
From: Sig  Read Replies (1) of 176387
 
Steve:(cpq)
biz.yahoo.com
Both cpq and dell have eqivalent good news like this, yet cpq sits at $65 while dell goes from 80 to 95 . IMO investors are fearful of
lower margins and much competition in the low cost market where cpq has more exposure.
However if cpq could keep their margins up the stock should be a
roaring bargain.Do you have any ideas as to whether the margins
will stay up and when it would become known?
Trading in Oracle of 100 mil shs at essentially a fixed price
means that 1/2 of the institutions are making a bad mistake
in either the buy or the sell, so there is no need to think those people are smarter or better informed than the common investor.They
just talk like they are (ggg)
Sig
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