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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 3:59 PM EST

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To: Chuzzlewit who wrote (105386)	2/26/1999 2:25:00 PM
From: Ashley Campbell	Read Replies (1) of 176387

I think this part of the Fool article sums it up nicely: "Let's be serious -- Dell's quarterly revenue and unit growth were strong, but a little less strong than expected. It might have been too careful on pricing (as if that's a bad thing), but there was nothing wrong with its cash flows. Compaq, on the other hand, has signs of dysfunctionality" My CPQ sell signal should have been when Dan Niles (on CNBC) said he didn't think their 3 weeks of inventory (vs. Dell's 7 days) was a big deal. For those of you who haven't read the Fool article - it's a must read. -ac

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