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


To: Hugh W. who wrote (28547)1/27/1998 12:15:00 PM
From: Rio Jangada  Read Replies (6) | Respond to of 176387
 
Time to short!
CPQ, HWP, and IBM dominate the corporate computer market. Dell is shut out of the high end and can only provide corporations with quick PCs to fill in the gaps. Dell's future is one of dwindling average selling price and dwindling margins. For those with access see the article in today's San Jose Mercury news about the big 3 (CPQ, HWP, and IBM).

RJ, short again today at 96.



To: Hugh W. who wrote (28547)1/27/1998 12:50:00 PM
From: Sig  Respond to of 176387
 
Hugh:
<<< DELL broke 96.>>>
Dell, csco, msft, intc.. big techs all looking strong
Looks like goodby 80's hello 100's and a probable split.
Even cpq is holding in face of two downgrades
Especially since we should hear a very positive state of the union address since there is so much good that can be said for the economy. I.E., Mr. Greenspans work, we are keeping Asia alive with those loans, US last safe place or investment,etc. If Mr.C does not point those out he should apply for a different job.
( and not as girls basketball coach)
Sig