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

To: Boplicity who wrote (32985)	3/7/1998 10:13:00 PM
From: Jorge	Read Replies (1) \| Respond to of 176387

Greg.....Before I would rush out and sell ANY stock in DELL....I would have to be convinced DELL actually has a problem......I'll tell you what, after this Quarter's earnings are released for DELL in May, the price will either tank to 40 or below.....Or, hit the 90's if M. DELL is right on the money with remarks he made...........George

To: Boplicity who wrote (32985)	3/7/1998 10:15:00 PM
From: Sabrejet	Read Replies (3) \| Respond to of 176387

I'm telling you I have been thinking, eating and sleeping this whole thing and logically it doesn't make sense. If you read the link I posted earlier, there IS a two step occurring. CPQ screwed up! Maybe I am losing something in the interpretation. Q: There are some conflicting signals out there relative to the demand picture...There are some resellers indicating sell-through has continued healthy. Can you address that issue? Pfeiffer: We kept emphasizing that we are talking about the commercial segment of the market and the channel that is predominately serving that. We see good growth in our consumer business in North America and really in all markets around the world...Our notebook business has been growing well. It is mixed and the main part of what we are discussing here is North America commercial (systems). "We see good growth in our consumer business in North America and really in ALL markets around the world..." WHAT THE HECK IS THIS!!! This guy doesn't have a clue what he is saying. What does ALL Markets mean??? seczebra