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

To: John Koligman who wrote (168449)1/17/2002 7:23:24 PM
From: kaka  Respond to of 176387
 
John,

I view MSFT's statement as typical MSFT cautiousness. IBM also says PC business sucks.....yup, it does suck for them.
Dell in the meantime picked up more than 5% points in the US; CPQ had decent numbers yesterday; APPL upgraded for whatever that is worth. Looks like Niles was a day too early running his mouth and upgrading IBM; trading about 114 after-hours.

Tomorrow I might add to position on dips and cost average even further if foolishness drives it even lower.

Cheers,
kaka



To: John Koligman who wrote (168449)1/17/2002 8:20:41 PM
From: Patrick E.McDaniel  Read Replies (1) | Respond to of 176387
 
Another article on Dell and PC sales.

Dell has also continued to expand its advantage in lower manufacturing costs over its nearest rival, Compaq
Computer, according to Ashok Kumar, an analyst at U.S. Bancorp Piper Jaffray.

Perhaps the biggest issue facing Dell right now is whether it can internally sustain the trajectory. "There is a
scale issue where they are hitting the law of large numbers" Kay said.

zdnet.com

Buying tomorrow.

:o)


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