Dell Technologies Inc. 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 Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Boplicity who wrote (36245)	4/1/1998 10:25:00 AM
From: jbn3	Read Replies (2) of 176387

re CPQ indicating that their recent inventory problem has or is correcting itself would do it. Greg, the problem I see is that with the DEC acquisition, there are going to be a multitude of opportunities for CPQ to obscure any embarrassing data as part of the merger costs. I'm not stating that CPQ would do that <vbg>, but I think it presents the CFO a heaven-sent opportunity to 'equalize' or 'disappear' short-term negatives. In that light, any statement the company makes regarding its inventory problem may prove very difficult to verify or negate. As for me, I shall carefully scrutinize CPQs next couple of quarterly statements. (FTR, I am long CPQ.) When asked about CPQ on CNBC this morning, Cramer reiterated his long position on DELL, but said he was almost as bearish short-term as bullish long term on CPQ, and that it would be a good long-term investment for his grandmother. DELLish, 3.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next