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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Jerry Olson who wrote (15060)11/24/1997 5:02:00 PM
From: Joe S Pack  Read Replies (2) | Respond to of 50167
 
DELL reports 0.69cents/share, beat the expactation and
whisper number.
So Yamaichi turkey is making our Thanksgiving day a cold
one rather than a red hot ones(AMAT, DELL)?

-Karun



To: Jerry Olson who wrote (15060)11/24/1997 5:04:00 PM
From: mozek  Read Replies (1) | Respond to of 50167
 
Thanks.
60 looked good today, but 57-58 will look even better! Also have IBM leaps, but I'm more bullish on CPQ long term. IBM seems to be going more and more to low margin service revenues in place of computer sales.

Looks like we'll have more of a selloff in DELL and CPQ tomorrow.

Mike



To: Jerry Olson who wrote (15060)11/24/1997 5:54:00 PM
From: Michael Rich  Read Replies (1) | Respond to of 50167
 
Jer, I was sick and out for the weekend. Still recovering.
A quick note for you, blocks are selling CPQ today. DELL
was flat. I think this severe downturn is heartbreaking
for a lot of people so be careful and nimble.

mikey



To: Jerry Olson who wrote (15060)11/24/1997 6:13:00 PM
From: Nancy  Read Replies (1) | Respond to of 50167
 
Jer,

CPQ will see 57-58 alright, but wont see 67-68 for a while.


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