SI
SI
discoversearch

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: G.M. Flinn who wrote (33140)3/9/1998 1:10:00 PM
From: kemble s. matter  Respond to of 176387
 
G.M.Flinn,
Hi!!! Yes, I feel we have a message being sent to us here...although I do believe CPQ will be back in full force in the next qt...there problem is a temporary one but, it does not diminish the importance of why IMO the BTO model is the future in this industry...Dell is "so far ahead we feel that while the others are attempting to develop this we will be working on other areas of far more significant importance"..Now, that is the paraphrased statement of Michael Dell...I have it somewhere in one of my "bibles."
I do believe you are correct with regards to some volatile days ahead...I see the two downgrades today and laugh..."games"...Stay long and don't worry....these investment firms change their minds on a daily basis...now, what about the opinion they held such a short time ago?...Oh, I forgot...this is the qt. to knock the techs down so we can "tell everyone to get back in next qt."
Best,Kemble