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.
Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?


To: Logain Ablar who wrote (8478)12/1/2000 9:33:07 AM
From: Bosco  Respond to of 30051
 
Hi Tim - that is why I stay away from the box for the longest time. While the box is still the cash generator for these folks, one probably should view it as an impediment. DELL is also trying to move into server and services, and it does have a better [direct sale] business model on the client side. However, my guess is that CPQ [which I am longed] is better with a VAR model with server sale.

Btw, I am also using a DELL at home. I had a GTW previously and I vowed not to have another one ever :)

best, Bosco



To: Logain Ablar who wrote (8478)12/1/2000 9:35:55 AM
From: Zeev Hed  Read Replies (3) | Respond to of 30051
 
Well, I got "overboard" yesterday getting to only 15% cash, so, I'll be busy selling ino this morning rally, RMBS was the first to go at $41-3/4 ($5 to the "good").

Zeev

In edit, JDSU just went at $54-1/16 ($4 to the good).

In Reedit: And now, SCON just went at $5.25 (a good 25% on this one)