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 133.78-0.1%Nov 14 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Technician who wrote (99965)2/16/1999 2:34:00 AM
From: JRI  Read Replies (2) of 176387
 
Technician: I have to disagree with all 3 of your pts.:

(1) <Good reason could be that (Dell slowed a bit because) Compaq gained market share in 4Q> Covered ad nauseum today....Dell's slowing is mostly a myth (there was just a little bit)..Compaq's gains looked bigger than they were due to (relatively small, skewed market share total IDC reported for CPQ while they were cleaning out there channel...Look also at Gabriel DuBois and Chuzzlewit's posts today on this...

(2) <Cpq on the move against Dell as proclaimed by 5fer> When has he not been proclaiming this...It means nothing...Should he be saying..."oh, by the way, we run scared everytime we go head-to-head with Dell"...BTW- I also hold some CPQ, but could use less quotables, and more execution...

(3) <One was 4th Quarter 1992> You have to go back 6 years to find one? That speaks volumes (much more than your original statement)..
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext