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: Meathead who wrote (20861)	11/7/1997 2:13:00 PM
From: vip	Respond to of 176387

14:04 [INTC] INTEL USES ANALYSTS' MEETING TO CALM FEARS; SHARES UP 2.6%. 14:02 [INTC] INTEL PLANS BROADER PRODUCT LINE TO FIT WITH LOW-PRICE PCS.

To: Meathead who wrote (20861)	11/7/1997 2:15:00 PM
From: jim kelley	Read Replies (3) \| Respond to of 176387

Meathead, Ditto. If you look at a 20 week comparison chart you will see DELL and CPQ moving as though joined at the hip. Also, if you look at INTC you will see their stock turning over from its top about the time CPQs BTO model was announced. The BTO model forced CPQ, etc to reduce its current inventory and switch to this JIT model. This caused INTC apparently to loose a 1 B in revenues while this transition was taking place. This now appears to be over with as announced at the INTC conference in Monterrey today. There was a air bubble in that INTC inventory pipe. INTC may now be in position to resume its profit growth in the next quarter! This will pull DELL and CPQ along with them IMO. something to think about.....

To: Meathead who wrote (20861)	11/7/1997 4:22:00 PM
From: SuperSonics	Read Replies (2) \| Respond to of 176387

To answer your question, No, shorting stock hasn't made me a millionaire. I didn't mean to say DELL will go down (or up). What I wanted to point out is that some people are putting a positive spin on every news: e.g. if WDC is doing good, then demand is strong, DELL must be doing good, if WDC is doing bad, then there are cheaper components for DELL to buy. another example, if Gateway 200 is doing good, ok, all the box makers should be doing good, if gateway is doing badly, ok, then DELL must be gaining market shares. No matter long or short, we should treat good news as good news, bad news as bad news...