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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: edamo who wrote (133831)6/22/1999 1:25:00 PM
From: dav  Read Replies (2) | Respond to of 176387
 
CPQ is moving up nicely today, did MD give them ideas yesterday ? :-)

eom



To: edamo who wrote (133831)6/22/1999 7:30:00 PM
From: kjhwang  Read Replies (1) | Respond to of 176387
 
edamo,

I concur with your assessment of Dell on CNBC power lunch. I was slightly disappointed with his discussion. Same old speak, nothing visionary. And online auctions for refurbished units to boot...How does this fit in the BTO model? Furthermore he was evasive when pressed about the "consumer market"/shrinking margins.

I truly hope there is some exciting substance forthcoming to bring Dell into the new era ....

tci



To: edamo who wrote (133831)6/22/1999 11:11:00 PM
From: John Koligman  Read Replies (1) | Respond to of 176387
 
Ed, just a comment on all the talk about CNBC interviews. I have NEVER seen Gerstner give them any time, rarely gives TV interviews to any network, but gets the point across in other ways...

Regards,
John