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


To: OLDTRADER who wrote (161962)10/9/2000 12:26:35 PM
From: edamo  Read Replies (1) | Respond to of 176387
 
william....not sure if the time is right for dell, they have a great deal of damage control to do.....

closer to the bottom, then the top....the question is how much time spent in the cellar, before they are allowed to return to the first floor????

truly hope your margin is not going against you!

good luck, ed a.



To: OLDTRADER who wrote (161962)10/9/2000 4:40:40 PM
From: D.J.Smyth  Respond to of 176387
 
according to a CEO at a firm which has a contract with Dell, he states "Dell is currently moving big time to capture majority server share; going after the storage market big time".

question: do you think they can do it?

CEO: they're going to burn down bridges (paraphrased)

he believes they'll be tremendously successful. of course, his contract, in part, depends on that success, so his opinion is biased. even so, in the middle of all this share price crap, to hear a CEO whose team works daily with Dell's clients (for Dell) come out so strongly in favor of Dell...

can't give the name. but, the same firm works for some of Dell's competition and partners (including Intel). no bubblies regarding the others...

lots of opinions. he remains a believer; he can't believe the current share price of Dell (or his firm, for that matter)