Ira, I still like Dell and my sources tell me the server biz is exceeding estimates. I dont know whats up with the new sub-1000 offerings, why they did it, etc. I know last year Dell was opposed to offering anything in that price point, but chips have come down, so who knows? The point is I dont think there is much you can read into that news. Otoh the stock seems to have stalled a bit and there are other stocks I would buy now, in fact my entire portfolio did well last month with the exception of Dell, which was down. Msft is doing great! As is csco. And Im getting into the internets, I had a surprise gain with inktomi and moved a bunch of that into Doubleclick. Dell isnt like the software stocks I used to be in, psft and the like which are completely flat... Im sure Dell will start moving again but for now it just seems like there are better opportunities. BTW Ive always liked Dell better than Cpq but you know how it is once you work somewhere, the enemy is the enemy forever. But I think we can all agree that Dell v Cpq aside, Sun and the server companies are going to be hurting as a result of the server offerings coming from the boxmakers. Im sure this shift will generate plenty of upside in both Dell and Cpq.
Michelle |
