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


To: Paul van Wijk who wrote (21963)11/18/1997 12:53:00 PM
From: Paul Merriwether  Read Replies (1) | Respond to of 176387
 
<<Do you also understand that this "continued decline" is good news
for Dell (and CPQ), because the decline can be explained as losing
market-share to WINTEL-servers & workstations. >>

Or it could be explained as "market saturation for expensive workstations". This would be long term bad news for Dell as WELL!
(cpq not as much since they are now planning to compete in the
sub1000 sector). I feel short term good news for Dell(but a
medium term disaster).
Good luck!



To: Paul van Wijk who wrote (21963)11/18/1997 1:06:00 PM
From: McNabb Brothers  Read Replies (4) | Respond to of 176387
 
Paul,

Sorry again, but no problems on this end! Watching alot of time value ticking away on alot of naked calls that I have sold! Just take time for those options to expire! Longs are doing OK, and just a matter of time before my shorts work for me! Remember, one does not make money in a day or two with short sells! Patience is what I have alot of and time will tell! Sorry I have not had the time to put alot of postings on this thread, but I've been busy in a private placement with a BBQ restaurant that is expanding in this area! The name of it is Corky's BBQ which is based out of Memphis, but this private placement Has the rights to develop NW Arkansas, NE Oklahoma, SW Missouri, and have a 50% stake in the development of the Atlanta Ga. area! We are hoping this will be the precursor to an initial public offering! If anyone has had Corky's BBQ let me know what you think! Keep in touch Paul, your comments always fires me up!

Hank