Silicon Investor (SI) -- The First Internet Community

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. -- Ignore unavailable to you. Want to Upgrade?

To: TRCM who wrote (141191)	9/1/1999 11:20:00 AM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

Greg: I heard a Chief Investment Officer on CNBC in the last hour. A frustrated CPQ investor called in and asked what to do. The Guest said to SELL Compaq ASAP since "DELL was eating its lunch <G>"....He said he was not impressed with Compaq's management transition and expected the stock to come under further pressure. Hmmm.....some folks may have done their homework. I tend to agree with your top picks -- CSCO and DELL. Yet, IMO QCOM has been priced for perfection for a while. Q's stock price has been bolstered by momentum investors and when something changes, they bail out. DELL experienced this for quite a while. I feel that QCOM may come under some serious pressure if they don't deliver some stellar results. The company is facing price erosion in the handset market and last time I checked they weren't nearly as efficient as an e-commerce powerhouse like DELL. Some of those folks that rolled most (if not all) of their DELL money into QCOM may be in for a surprise -- if the Funds make some big changes ahead of them. QCOM is still a very good company and a couple relatives own it BUT I think the price got ahead of itself. Just my views.... I'm still quite confident that DELL will set new 52-week highs soon. Stay tuned for an exciting September..!! Best Regards, Scott --------------------------------------------------------------------------------------- BTW... Re: QCOM....I tend to agree with this poster... Message 11128521