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.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: akidron who wrote (17315)	3/7/1998 10:03:00 PM
From: robbie	Respond to of 70976

Aki, think about it, anyone can copy Dell's plan. "Call me up and I'll build you a computer". CPQ just gambled in keeping the channel full and lost. I understand why they did it, just wish management had been more honest about it. "Keep the shelves full for Christmas". They now have 100 days inventory out there to Dell's ten. But really, the good part about this mess is they must finally learn their lesson and get inventory down. Much pain in the meantime. I know you're a long-tem thinker so what will Dell do when everyone copies their BTO model? Dell is strictly a boxmaker. I can build a box myself better than they can (really). Now that CPQ will finally, after much (short-tem) pain to me and all other stockholders, take that advantage away, what will Dell do? I know they are a Wall St. darling but CPQ is ready to eat their lunch. CPQ will cut all the fat from DEC and be a one stop, full service company. Dell will be a boxmaker. BTW, DEC is actually making money now. CPQ stole it. Check out the DEC thread if you don't believe me. This is a master stroke. If the shareholders of DEC reject the buyout, their stock will give up the $10 it gained on the buyout announcement, so I doubt it will happen (bird in the hand and all). Zacks Wall Street Report DIGITAL EQUIP Wall Street Recommendations ÿÿÿÿ(03/02/98) Strong Buy 1 Moderate Buy 5 Hold 8 Moderate Sell 0 Strong Sell 0 Current Avg. Rec. 2.5 Last Week Avg. Rec. 2.5 Change in Avg. Rec. 0 Company Industry Group COMP-MINI Estimates and Actuals Consens. Estimate for cur. Fiscal Year $2.22 p/s Fiscal Year End 6/98 Consens. Estimate for next Fiscal Year $3.48 p/s Next Fiscal Year End 6/99 Consens. Estimate for cur. Quarter $0.53 p/s Current Quarter 3/98 Actual Earning Last Quarter $0.44 p/s EPS Surprise Last Quarter 2 % Rank Within Industry 8 of 9 Charts Snapshot Income Statement Balance Sheet Surprises Calendar EDGAR Filings Quote Company News Mutual Fund On-Line Broker On-Line Banking CyberStore Free Trial to Zacks Premium Services Copyright 1997 Zacks Investment Research Important Legal Information