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


To: D. Swiss who wrote (145388)10/20/1999 7:34:00 PM
From: Boplicity  Read Replies (1) | Respond to of 176387
 
+(G)TW = Consumer, ?(D)ELL = Business, -(I)BM = Business

add -(H)WP and -(C)PQ.

+1G - 3I -2H - 4C < +5D

Too many warnings in the same segment. I will grant you the following. If DELL gets to 33 it will be double this time next year. All the current problems, DRAM cost, Y2K, are transient in nature so when we see the number this time next year, the comparison will be up against less then rosy reports that we have now. Also GTW beating by a penny is not by much, but the deal with AOL is big. Why isn't DELL doing the same kind of deals?

G



To: D. Swiss who wrote (145388)10/20/1999 8:00:00 PM
From: kemble s. matter  Read Replies (2) | Respond to of 176387
 
Drew,
Hi!!
Hey babes...Congrats on GTW...Can't call it dogway anymore... :o)
Wonder if the street has figured this out yet: "THE WORLD IS GOING DIRECT"...

Best, Kemble