SI
SI
discoversearch

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 128.00+4.4%1:39 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: zurdo who wrote (71100)10/9/1998 4:10:00 PM
From: The Phoenix  Read Replies (1) of 176387
 
Zurdo,

I think shorting any company in this market has merit, however you seem to indicate that - all else being equal - CPQ is a good short. IMO you aren't looking close enough at that company. Granted they've had issues but they are well positioned in the PC, and mini-computer market with good products. Channels are supsect and perhaps not a perfect delivery model but there is a balance which they are closer to understanding than is DELL given that DELL is 100% direct. Furthermore CPQ's DEC purchase was an excellent move which will continue to allow them to build their enterprise oriented mini-computer business. I woulnd't be poo-pooing CPQ.

OG
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News