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Technology Stocks : Dell Technologies Inc.
DELL 133.20+5.7%Nov 26 3:59 PM EST
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To: rudedog who wrote (122135)5/4/1999 6:59:00 PM
From: Chuzzlewit  Read Replies (1) of 176387
 
Rudy, I disagree with this:

CPQ ... [has] already taken the hit for revised expectations, and I believe that they are a lot healthier than the current perception.

I think that things will get a lot worse for CPQ before they begin to improve. The reason is that they must do something about their inventory, and the only thing that makes sense is for them to jettison their channels, and if they do so they will lose market share in the short run. And when that happens the market will savage the stock. So far the punishment has been due to earnings shortfalls.

TTFN,
CTC
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