Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Gabriel008 who wrote (153099)	2/6/2000 4:43:00 PM
From: jim kelley	Read Replies (4) \| Respond to of 176387

Angel, It is interesting that in Nov and Dec, Y2000 was going to be DELL's year in the sun according to the analysts. Now a month later, DELL is in the dog house and they apparently want CPQ and GTW in the dog house too. What has changed besides a component shortage? The analysts projections for DELL's growth have not changed and have been in the low to mid 30's for many months before DELL's announcement. A few analyst were using 38-40% revenue growth. In essence, there has been no change in the quant's positions. Food for thought.... JK