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


To: jim kelley who wrote (151902)1/24/2000 10:32:00 PM
From: JRI  Read Replies (1) | Respond to of 176387
 
Looks like HP (not Compaq) was the primary beneficiary of IBMs withdrawal from the channel in 4Q....

Watch for Niles to come out strong for Dell....AFTER (I believe) Dell's warns of lower rev. growth and/or EPS miss.....Dell may or may not get down to his high 30's target (may bottom between 40-41)..but I expect he will come out (the day of the drop), and put a $ 50 or 55 target...blah, blah, blah...

Just my SWAG...