Ask Michael Burke 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.

Politics : Ask Michael Burke

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Knighty Tin who wrote (3209)	10/18/1996 6:51:00 PM
From: eDollar.com	of 132070

Mike One thing for sure I am not buying puts in DELL or CPQ. They say the high end server market is very strong. One thing I agree is that retail PC business will suffer. GATE is the most vulnerable. But Gate is also some sort of corporate provider, mainly to US govt. Do you know the % of market share for US govt shared by CPQ, DELL GATE. I am waiting for GATE earnings next week to really decide if it is a put candidate. I am sure they will beat estimates, but if they dont blowout like CPQ, they will be the most vulnerable. I think is is no point to diversify in put buing amomg CPQ, DELL and GATE. It is very unlikely DELL and CPQ will go down the tubes and GATE will do well. BTW gate is (IMO) most weakest among the 3 dominant companies. but valuation (PE) is at par with DELL and CPQ whith the recent surge to 55. What do you say?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next