DELL Bear Thread 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.

Technology Stocks : DELL Bear Thread

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: jjs_ynot who wrote (265)	3/23/1998 1:07:00 AM
From: van wang	Read Replies (2) of 2578

analyst will look closely at top line growth and margins...the share buyback is fine but this sector is ultra competitive and longer term DELL doesnt look so hot...and the analysts know this because they cover CPQ, HWP and IBM.. also this is the year when box makers do their impersonation of disk drive makers...price pressure, margin deterioration but still solid underlying industry growth...still too competitive....in this environment everyone loses except customers...top line growth will be there but margins will decline...IMO

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next