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

To: kemble s. matter who wrote (149583)	12/20/1999 3:08:00 PM
From: AJ Berger	Read Replies (4) \| Respond to of 176387

DELL is being recommended out of Panic by Analysts many market analysts have missed the latest tech rally and are scurrying around like rats looking for crumbs to give their customers. European money has no clue what to buy, so they buy -DELL- is the worst stock to buy right now, and here is a run down of why: October'99: shortages in 14-15" flat panel displays force long backorders on most profitable notebooks, and many customers rather than waiting, buy from the competition with off the shelf ready inventory that now DELL will have to win back many of these sales. CPQ & IBM pick up the slack. November'99: Rambus based machines delayed till next quarter, and with DELL snubbing AMD Athalon, DELL has no new products for power users to buy. CPQ & IBM pick up the slack. December'99: Shortages in Coppermine(256kcache) chips, and continued lack of support for PC133 memory drives more power users into the arms of DELL's competitors. HP, IBM and Micron are shipping! Xmas'99: When DELL was an internet sales pioneer, it got the lions share of computer sales. Now that both consumer and box makers are more internet saavy, DELL is no longer the first and last place to go on the net to buy a computer, and everyone knows it! Budget'99: DELL introduces low cost computer and internet appliances, too little too late. Consumers already know about E-Machines, budget CPQ & IBM boxes and don't even bother listening about DELL who's poor marketing sends mixed messages about hi & low end. This past quarter will be a big dissapointment to DELL shareholders come January; so it would be I'll advised to chase this stock up till after earnings comes out. Ironically, CPQ may be the surprise winner from DELL's stumbling and bumbling quarter. However, I don't buy ANY computer Hardware stocks anymore, so you are on your own as far as CPQ goes.