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


To: stockman_scott who wrote (135953)7/9/1999 7:50:00 AM
From: Henry Niman  Respond to of 176387
 
Today's WSJ has a detailed article on Ted Enloe's efforts to turn CPQ around. Any comments? A synopsis of the article is linked to the WSJ/DJ Synopsi table at compucognizance.com



To: stockman_scott who wrote (135953)7/9/1999 8:23:00 AM
From: George Wave  Read Replies (1) | Respond to of 176387
 
Scott,
I sometimes wonder if the remaining large institutional CPQ shareholders aren't quietly beating a retreat. When I see those bid blocks of 120,000 followed by a number of 200,000 and 300,000 ask blocks, I have to wonder. This goes on daily.

If they can't see the writing on the wall in the DELL vs. CPQ saga, I definitely don't want them holding on to MY money. Gosh, I sound like an online investor. Hey, I am an online investor! I no longer need a broker, and fund managers are starting to look less attractive,...I think we got one one of those shifting paradigms, and we're smack dab in the middle of it. Riding the wave.

Hang ten, dude.

Regards,
George



To: stockman_scott who wrote (135953)7/9/1999 9:22:00 AM
From: Mehitabel  Read Replies (5) | Respond to of 176387
 
CNBC announcing that Goldman Sachs has added Dell to its "Private Client List" and stating that this addition should have an effect on the stock.



To: stockman_scott who wrote (135953)7/9/1999 6:51:00 PM
From: kemble s. matter  Respond to of 176387
 
Scott,
Hi!!!

RE: Kemble: Great question. You make me laugh. The investment houses often seem to be naive and in denial about CPQ. They have underestimated DELL's dominance, vision, and potential for too long now. Soon they may really look like hypocrites . DELL will continue to be THE ONLY hardware and storage stock that I choose to own <G>. The DELL business model is clearly better by design -- and the handwriting is one the wall. It sure doesn't take a rocket scientist to figure this out !!

I have a mental handicap.....I only know how to accumulate shares of DELL....Never claim to know everything...but, I figured it out long ago that DELL would soooooon be the only choice...The best is yet to come....My wife taught me two years of Spanish in two weeks so I could graduate from HS... :o) The folks that haven't figured why DELL is conquering the world haven't done ANY studying...

BUY DELL ......

Best, Kemble