Compaq Message Board - Msg: 7825848

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 : Compaq

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: robbie who wrote (48089)	2/14/1999 5:42:00 PM
From: JRI	Read Replies (2) of 97611

Robbie:<Dell down 5+ on Tuesday>..I wouldn't bet on it, Robbie.. The momo lemmings done left the ship on Friday, and expectations for Dell have been lowered (for once) from ridiculous to more normal levels...There is ample evidence (see Dell thread) to suggest that Niles (BBoston Robby Stephens) is not only guessing, but not guessing very well here)...One example: It looks like he does not even include Dell's storage revs. in his report...which should account for close to $300 mill (with fat margins) in Q4..and an additional .02 in EPS above and beyond what the analysts are predicting for PC/server/workstation numbers... Usually Dell gets an after-earnings sell-off..It is hard to imagine those folks haven't already left...additionally, it is also hard to imagine, despite what EP said on Friday and CPQ's good quarter, that the basic Dell/CPQ equation has really changed much here... BTW- I hold both Dell and CPQ...a lot more of Dell though... If you get your 5+ drop, you are lucky man indeed...

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next