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: Phillip Crone who wrote (33026)	3/8/1998 12:56:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Phillip, had you been following this thread for more than a few days you would have discovered that the Compaq debacle was anticipated towards the end of last summer. Meathead, Jim Kelley and I along with some others whose names I can't immediately recall (my sincere apologies to anyone I've left out) discussed this problem ad nauseum. Nothing in the recent Compaq announcements comes as any surprise to us. What is surprising is your total lack of understanding of the differences between the two companies. Consider this fact alone: Dell quarter ended January 31, and it reported blow-out earnings. Compaq's quarter will end March 31, and it will report flat sales and break-even results. That report will include the month of January. Are you beginning to see the picture? Do you honestly believe that Compaq is in trouble because it's market disappeared starting February 1???? Instead of trying to justify your short sale by stampeding people here into precipitous selling with hysterical and outrageous allegations, you might try some reasoned analysis. So here are some questions with an analytical framework to help you out: 1. Is there a slow-down in demand for computers -- what is the source of your information? 2. If there is a slow-down, does that imply that Dell will slow-down? What evidence do you have to support this conclusion 3. Is there any evidence that the Dell will not continue to rapidly grow its market share, and if you expect it to increase its market share, at whose expense will it come from? What evidence leads you to this conclusion?