SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: John Koligman who wrote (152390)1/27/2000 12:05:00 PM
From: GVTucker  Read Replies (1) | Respond to of 176387
 
John, RE: Niles is pretty good on his 'end of quarter' prognostications, but he has been quite wrong on some longer term calls. Intel comes to mind, I distinctly remember him suggesting that the stock should be sold when it was in the 50's last summer. Stock doubled instead.

Note, however, that most of Niles' institutional clientele (the only clients that matter to him) use Niles primarily as a data and information source and do not care at all about his opinion of the stock.



To: John Koligman who wrote (152390)1/27/2000 12:13:00 PM
From: JRI  Respond to of 176387
 
*OT* Thanks for your thoughts...Can't find any flaws with your logic. Good luck..



To: John Koligman who wrote (152390)1/27/2000 12:43:00 PM
From: D. Swiss  Respond to of 176387
 
John, I am not saying I disagree with you about adding AMD to the mix since being a Intel only shop did not help their leverage this Q. However, this does add complexity and costs to the production process and needs to be viewed from a cost/benefit standpoint. AMD cannot just be substituted for Intel chips if Dell runs low on a particular Intel chip, they are different products. JMHO.

:o)

Drew


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News