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


To: Sig who wrote (151816)1/24/2000 2:39:00 AM
From: G.M. Flinn  Read Replies (2) | Respond to of 176387
 
Niles / Merrill will not stand for this news ... expect DELL warnings again Monday a.m.
Positive DELL news prior to CPQ earnings ruins the CPQ turnaround spin story. How will Niles and Fortuna describe DELL's quarter in their next warnings?
a) horrific (no wait, tried that last time)
b) wheels off
c) co. has peaked, major decline coming, w/CPQ on the rise!
d) IDC data is corrupt

I think they will go with (d) for Monday, then (c) when their firms make them try to positively spin CPQ's upcoming 9th consecutive lousy quarter.