SI
SI
discoversearch

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: tdg55 who wrote (143601)10/2/1999 9:03:00 PM
From: kemble s. matter  Read Replies (1) | Respond to of 176387
 
Hi!!
RE: With IBM computer business to DELL........I give it 58 in the current market. A good market at least 65 by February earnings.



Thanks...And, what do we value the price when the investment world discovers CPQ is four qts low....DELL no longer competes with IBM but throws IBM service in with the future deals? Who stops DELL?
50% of the world wide market doesn't appear to be something that DELL could not achieve in five years...
How smart does one have to be to figure this long term scenario out?
:o)

Best, Kemble