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To: Wally Mastroly who wrote (9820)11/12/1999 2:47:00 PM
From: Wally Mastroly  Respond to of 15132
 
..and then there's DELL, can they keep the 'magic' going ?

From the Magic 25:

fnews.yahoo.com

An except:

>..Tsai said the increase of server and workstation sales as a percentage of total revenue is a welcome change for Dell, giving a
healthy boost to the bottom line. “Enterprise sales definitely give Dell a better margin than sales of desktop PCs and even sales of portables,” the analyst said. “This should prove to be an excellent shift for them.”

D.A. Davidson's Corcoran agreed. “Dell is seeing the writing on the wall that PC prices are going to continue to go down,” and adding more enterprise business to the mix is one way to ease the pain of lower consumer prices, he said...<

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..and cash is king...

Message 11906085



To: Wally Mastroly who wrote (9820)11/12/1999 6:21:00 PM
From: Justa Werkenstiff  Read Replies (1) | Respond to of 15132
 
WallY: Re: "Re: Intel- Hmmm?, Is it time to start thinking about buying this "trading stock'??? "

Yeah, I think it is a good trade here with reasonable risks. Also, check out RMBS here. I probably won't trade them unless the payoff becomes more compelling.