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: TTOSBT who wrote (156160)	4/7/2000 12:28:00 PM
From: rudedog	Respond to of 176387

This reminds me a little of last Q - I was moderately bullish until just before CPQ earnings - I assumed (correctly) that CPQ would make their numbers. But when the IDC data came out, several on the thread predicted DELL would warn, and they did. I doubt that DELL will warn this Q but I expect them to make estimates plus a penny or two... still, if CPQ makes their numbers, that should be good for DELL, who is surely doing better than CPQ, and who also does not have the slow January in their Q. So little downside IMO...