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

To: JRI who wrote (152329)1/27/2000 8:15:00 AM
From: JRI  Read Replies (1) | Respond to of 176387
 
Right after I posted my message, I saw that Steve Fortuna at ML has the same 52 price target as my FUD came too....hmmm



To: JRI who wrote (152329)1/27/2000 9:37:00 AM
From: jim kelley  Read Replies (1) | Respond to of 176387
 
JRI,

CPQ had a different set of problems than DELL. The channel stuffing made it much more difficult to predict the true sales. This was discussed many times.

DELL is a lot easier to predict when things are going smoothly.

No one called DELL's miss correctly in magnitude. Everyone was way off. It could have gone the other way if.........


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