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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Reseller who wrote (85329)10/8/2000 2:36:01 AM
From: rudedog  Respond to of 97611
 
Reseller - as a holder of both CPQ and DLL, I am the last to rejoice at the current situation. I doubt that DELL would sell below their target margin on a contract this large - it runs for 8 years. But they also were probably very aggressive...



To: Reseller who wrote (85329)10/8/2000 4:40:12 PM
From: Night Writer  Read Replies (1) | Respond to of 97611
 
Reseller,
You haven't read enough posts to understand our comments on Dell's price. I lost money on Dell calls last month. MC said they would make 30% growth this year and then warned shortly after that comment. So I'm not very happy with Dell on that score along with the drag on CPQ's price. Dell's TA chart is a disaster area right now. I'm not likely to buy Dell calls again in the near future.
NW


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