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: OLDTRADER who wrote (168157)	12/22/2001 2:12:25 PM
From: hdl	Read Replies (1) \| Respond to of 176387

interview in todays Barrons on compaq.excerpt. (Interviewee was not Kemble) Q: What do you think of tech stocks here? A: The strong balance sheets are going to try and get rid of the weak balance sheets. The most recognizable example of this is Dell. Dell is going to spend the next three to four years making life as miserable as it possibly can for Gateway, Compaq Computer and Hewlett-Packard. That's why the Compaq-Hewlett-Packard deal is a really terrible idea. The last thing they should want is to buy Compaq. The first thing they should do is get rid of the PC business because they are not competitive with Dell. That's the reality.