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 137.22

+3.9%

10:45 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jim Patterson who wrote (53139)	7/22/1998 3:17:00 PM
From: Lee	Read Replies (1) of 176387

Hi Jim,..Re:<<CPQ, IBM, and HWP are all priced below DELL on a large number of moddels. This might be having an impact on the stock also.>> Jim, the only answer to this will be revealed on Aug. 18th when Dell releases it's earnings report. Now, given the reports already released by HWP and CPQ, and given your bearish perspective on Dell, maybe you should short more Dell between now and Aug. 18th. Others of us are speculating that given the relatively strong growth in PC sales (per IDC), and the poor performance of HWP and CPQ, that market share has possibly shifted to more efficient manufacturers. Guess which efficient manufacturer we're betting on. Regards, Lee Ps - "Moddels" is correctly spelled 'models'.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next