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

To: D.J.Smyth who wrote (145835)	10/26/1999 4:51:00 PM
From: Sig	Read Replies (1) \| Respond to of 176387

>>did cpq do $.07; >> Yes, Dell now roughly at 40 CPQ at 20 SES

To: D.J.Smyth who wrote (145835)	10/26/1999 5:55:00 PM
From: Alohal	Read Replies (2) \| Respond to of 176387

Wow, CPQ commercial PC revenues DOWN 16% last Q! Now who do you suppose took away most of those sales?? Hmmmmm. It's looking more and more like Dell mgmt may be set up to blow past 3Q estimates (revised or otherwise). The CC will probably reference the "warning" last week with something like, "well, yes 3Q margins were impacted negatively by increased DRAM prices, but due to greater increases in total revenue and fast effective action to address the DRAM issue has resulted in greater than anticipated 3Q earnings." At least I hope so!!!<ggg> BTW doesn't look like CPQ will get much of a bounce out of their earnings, after hours looks like up 1/16. I think it will take a long time to repair the damage done by Pfiefer to CPQ credibility. Cheers Alohal