Dell Technologies Inc. Message Board

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 : Dell Technologies Inc.

DELL 128.27

+4.7%

1:15 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: SecularBull who wrote (109744)	3/16/1999 7:10:00 PM
From: G.M. Flinn	Read Replies (2) of 176387

5fer needs another job, and I expect the CPQ shareholders have probably just about figured this out. He must have nightmares about DELL, wondering how he has wrecked the leading PC company and now is literally adrift in an ocean of technology with no clear direction. The sharks are circling big time. I imagine he will try to waste some more CPQ shareholder wealth by buying another beaten down company like Tandem or DEC to disguise the inevitable, but "one-time negative adjustments to earnings" have become routine for CPQ. As I said previously, I think his next big negotiation will be his severance package. Remember, since 10/97 CPQ has gone from $39 or so (split-adjusted) to $32 today ... a tidy return of -18%. It appears DELL shareholders have fared just a bit better than that during this period! I doubt a single CPQ shareholder would turn down a trade of 5fer for Michael Dell today. Glenn

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next