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


To: Mark Fowler who wrote (20323)11/2/1997 7:33:00 PM
From: Najib Mehanna  Read Replies (8) | Respond to of 176387
 
Dell will either make estimates or miss by couple cents (they will not crush).............The word out is that demand is not what they expected for this quarter, and Gateway Is a living proof.........Both dell and gateway are not in the sub 1000 PC market, and demand for sub 1000 PC's this quarter went up to 38.2 % of Pcs Sold............from 20% last quarter.......Also All Dell Execs are dumping their shares, go To www.stocksmart.com and you will see all the insider selling, Michael Dell unloaded 73 million 2 weeks ago...............Don't you folks see a trend..... first the Hardrive makers get crushed.........then here come the Semiconducters .................and now it is PC makers........And especially when digital introduces their 800 $ Business Machine...........Those who think dell or even cpq are going to continue to grow at 30% are plain idiots........I unloaded dell at 102 $



To: Mark Fowler who wrote (20323)11/2/1997 10:03:00 PM
From: kemble s. matter  Read Replies (1) | Respond to of 176387
 
Mark,

Hi!!! <<<they have a vision and understand what the internet...>>>
I believe Mike said that www.dell.com would be of more signifigance and mean more than any phone # in the future....it would be universal...
All this negative talk has gotten too much attention...the long term growth of this industry will make anyone who holds and accumulates a company like Dell or CPQ rich,
Best,Kemble