Digital Equipment Corp. (DEC) Message Board

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Technology Stocks : Digital Equipment Corp. (DEC)

DEC 15.85

+3.4%

Dec 5 9:30 AM EST

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To: Mike V. who wrote (2682)	1/8/1998 1:05:00 AM
From: George Dvorsky	Read Replies (2) of 3276

I think this thread is wasteing too much time on trying to predict this quarter's earnings. In the past, I repeatedly said Alpha growth was key to the stock's movement. This quarter it is still more important than earnings. Margins and DEC's outlook for the next quarter will be very important. The shape of the computer division is also key. I will keep an ear out for what Mullarky says. The market looks out 6 months. Let's not be too myopic. The Intel discounts and Intel's Alpha backing will boost DEC. The $23 in cash makes shorting this stock a waste of money. How much can DEC fall compared to high flyers like Dell and CPQ? If the non-cash part of DEC went bankrupt (impossible) the cash value is only $17 down from here. Heck, if the service division was IPO'd tomorrow, it would probably bring in $25 easy (maybe $35 with the right pushing). I do agree, however, that a new bear to this thread usually means a bottom. So, Glad to finally see you wake up from hibernation Mr. Bear. gd

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