Roger's 1998 Short Picks 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.

Strategies & Market Trends : Roger's 1998 Short Picks

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Lazlo Pierce who wrote (9928)	6/12/1998 4:28:00 AM
From: craig crawford	Read Replies (2) of 18691

<< Roger, CPQ warned (slightly), but in forward looking statements were ambiguous as well. Though its company specific, in this market it should effect all the boxmakers >> Why should this affect all the boxmakers? Compaq's problems are well known. GTW just said they are comfortable with estimates and they have been making some pretty bullish statements. DELL just said a week or two ago that business still looked great. DELL has already proven that troubles in Asia are helping them out by providing them with cheaper components. Explain to me what CPQ said that was so negative, and then explain to me why DELL should go down because of it.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next