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

To: Francois H. Gaston who wrote (27191)	1/9/1998 11:08:00 AM
From: Paul van Wijk	Respond to of 176387

Francois, >> Here are some negatives for DELL (IMHO): >> (1) earning release will be after CPQ that is bad because: (a) >> If CPQ had a blowout quarter, DELL will drop (because the general >> assessment is that CPQ takes market shares from DELL and not the >> opposite) and (b) if CPQ does not have a great quarter, DELL will >> go down as well (because we will assume that DELL could not do >> better than CPQ)... Just IMO You make me feel ashamed to be a bear. What a nonsense! Don't mean to offend you, and still wish you all the best. Paul

To: Francois H. Gaston who wrote (27191)	1/9/1998 11:38:00 AM
From: Sig	Respond to of 176387

Francois: I assume you have mentioned intc, dell, and cpq in your post because a person can go both long and short (at times) on them. Now those three are ones that most consistantly make their earnings estimates and probably will again this quarter, giving both upside and downside( but not much) potential. I am not a (big) trader, but realize that one needs to make assumptions and have reasons to make certain (short term)trades , thus learning and improving future chances of good trades. Dell and cpq prices have run almost parallel until recently when Dell has done somewhat better. From this I assume that the street has decided that Dells better looking future rates a higher PE. It is a premium the street will pay to invest in the No 1 CEO. <<<< Market not always rational>>> Great comment, for techs might be 'never rational' HeHe Have you considered going short on companies that have no potential 'blow-away' earnings??? Lots of earnings coming out now, take something of the category of wdc, qntm, seg, jbil, if they don't meet earnings they are history, make big short bucks in one day. For short term longs look to the airlines, they can make great earnings with the low oil prices. JMO, FWIW, Sig

To: Francois H. Gaston who wrote (27191)	1/9/1998 12:39:00 PM
From: jbn3	Respond to of 176387

re: because the general assessment is that CPQ takes market shares from DELL and not the opposite) Only to an idiot. a) CPQ, IBM, HWP and others are striving to emulate DELL's model. Is this because they were gaining market share with their old channel system, or because DELL was taking market share with direct sales? (This one is so easy, we can only award half credit for the correct answer) b) Why is Michael Dell confident and relaxed, while Eckhard Pfeiffer is peevish and irritable? (Hint, it is NOT because they both have hemorrhoids and Eckhard hasn't discovered Preparation H) c) Essay question: Why are CPQ, HWP, and IBM so desperate to stem DELL's winning ways that they have stocked the channel with DELL DOLLARS? (2) DELL is more expensive as PCs and also as PE: Projected PE on 1997 EPS for the industry is 24.... CPQ 22 and Dell 33.... Conclusion: DELL is expensive and will go down. Forgive me, but my limited mental faculties occlude my understanding: is there supposed to be ANY logical connectivity between your premise and conclusion? 3