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

To: jmac who wrote (26555)	12/30/1997 8:52:00 PM
From: Boplicity	Respond to of 176388

jmac and thread we get our first indication of PC sales tomorrow. CompUSA Inc. (CPU) 29 3/8 +3 1/1: getting ahead of the news, investors are bidding the share of this computer superstore operator higher on expectations that it will report good fiscal 2Q sales tomorrow..... From Briefing.com Greg

To: jmac who wrote (26555)	12/30/1997 9:02:00 PM
From: Meathead	Respond to of 176388

I hate to give advice... so I wont. But I would dump WDC and COMS, keep Intel and one or both of DELL and CPQ. COMS is gonna get killed by Intel... it's already happening, Intel now ships as many NIC's as COMS and they are technically superior. I'll never buy another PC parts maker(cept Intel), only the consumers, Dell and Compaq. Intel's performance is a tad disappointing but not unusual. I see the technology roadmaps every day and am absolutely amazed at what's coming. This is not a company to give up on. Just my two cents. MEATHEAD