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: Jim Patterson who wrote (32915)	3/7/1998 11:36:00 AM
From: Sabrejet	Respond to of 176387

Jim, re: "Now that CPQ is not making $$, They don't care". Is one to assume that CPQ is just going to throw in the towel? To heck with making money? I can agree that as we can see, CPQ will have to dump those computers into the market place. Have they been already? YES. It wasn't like they woke up yesterday and checked the numbers! As a tech holding, a fund manager will have to decide which one he wants to keep. If I was inclined to hold either DELL, CPQ, GTW or any of the others, DELL would be the one. At what point would you buy CPQ? I followed this same argument with ORCL when it was in the teens, almost 50% ago!!! Is buying any company with a trace of computer development not worth holding? Will DELL's growth and earnings drop to 15% per annum? When market psychology gets this low, it's time to buy, at least in the short term! seczebra