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

To: Patrick E.McDaniel who wrote (175344)11/10/2005 3:43:28 PM
From: TigerPaw  Read Replies (1) | Respond to of 176387
 
Isn't all the bad news built into the stock?


For the short term.
As Bill Gates has mentioned in his "sea change" memo:
biz.yahoo.com

The computing paradigm may change so that the client personal computer is just a fancy web browser. These will be very low margin devices. If Dell gets stuck on the client side, and pushed out of the server side then it will no longer have prospects for growth, and that would take a lot of premium out of the stock price.

TP



To: Patrick E.McDaniel who wrote (175344)11/11/2005 9:45:18 AM
From: kaka  Read Replies (1) | Respond to of 176387
 
Patrick,

The conference call was more dismal than just a negative outlook for the Christmas season. The mighty Dell will now do high single/low double digit year over year growth, and as much as the analysts tried to get an answer to a time frame and reason for accelerating growth, Dell executive just spoke around the questions.

But....Dell up 0.48 now !

Cheers,


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