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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Nadine Carroll who wrote (15555)1/29/1998 7:42:00 AM
From: Mohan Marette  Read Replies (1) | Respond to of 97611
 
Nadine: Haven't you heard, Steve now owns a lot of DELL stocks as well. So can ya blame the guy?



To: Nadine Carroll who wrote (15555)1/29/1998 9:55:00 AM
From: hpeace  Read Replies (1) | Respond to of 97611
 
in october when the exchange rates dropped i started saying that that would change dell cost structure so much that it would be what they needed.
the feb98 is pushed out to aug 98 now.
this exchange rate thing drops cost drastically and will create extra profit for dell,hp,cpq,ibm



To: Nadine Carroll who wrote (15555)1/29/1998 2:27:00 PM
From: hpeace  Read Replies (1) | Respond to of 97611
 
nadine, did you understand my explaination of dell.
come to think of it.
I posted that on cpq and dell threads many times with a bold statement in dec97. the fact that dell got 6 months repreive
this asia exchange rate deal is a boon to pc makers


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