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: James Young who wrote (27032)	1/7/1998 1:34:00 PM
From: Jim Patterson	Read Replies (2) \| Respond to of 176387

Jim - How do you know how DELL has done in the last 3 months? I don't. But I read a lot of research comments every day. Ya'll probably hate analyst here, but they are very well connected. Some better than others (Read Lucy Painter conected at the waist) but they generaly are right on the trend. What have I read lately CPQ's inventory is way higher than they wanted because they has to make the quarter.7-8 weeks vs planed 2-3, Rummors that it is closer to 10 weeks. That is channel inventory. That there is huge demand for Sub-Zero's both Consumer and Corporate. That the $1,000 geni is out of the bottle and there is no putting him back. Someone posted a link to a comment that AP demand is way off, Down 20% or something like that. Jim Extra Credit: Key support is 7800 on the Dow and 962.5 on SP8H. Look for mkt to try to rally ~ 2:00-2:30. If it fails, Could Be Big.