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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked

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To: Tim Luke who wrote (3077)12/14/1998 9:33:00 PM
From: BarbaraT  Read Replies (1) of 90042
 
Tim ... you really still like DELL. I have mixed feelings about it. CPQ is supposedly taking away some of their market share and although they are meeting street estimates, if they don't beat the estimate by a wide margin the street acts disappointed. Is this still one of your favorites - I thought about buying some today below 65, but was reluctant for the above reasons.

Appreciate your take.
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