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: Gabriel008 who wrote (24419)	12/7/1997 3:59:00 PM
From: jim kelley	Respond to of 176388

Gabriel, I could be wrong of course, but I would expect CPQ to turn in a good quarter and for the problems to begin to surface next quarter. So I am in agreement with your analysis but I am not sure if they will tip their hand early. The channels seem to be resisting the channel stuffing practices. With a week and a day left DELL could run to 100 by the 15th. their home and consumer people report big demand for the Dimension XPS 300 following the awards at COMDEX. Their new Tilamook laptops are very attractive and they are able to deliver.