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


To: Gabriel008 who wrote (34889)3/19/1998 11:25:00 AM
From: Mohan Marette  Respond to of 176387
 
H&Q's comment-View From the channel.

Gabriel:

I like this part the best.<g> Thanks very much for the link.

.....we are maintaining our cautious stance on many names in the PC and channel sectors. On the positive side, our top investment ideas in each category remain Dell and Ingram Micro.



To: Gabriel008 who wrote (34889)3/19/1998 12:15:00 PM
From: BUYandHOLD  Respond to of 176387
 
Dell overtakes SUNW as #1. Just in case this hasn't come thru yet..
schwab.com

Happy investing..

C



To: Gabriel008 who wrote (34889)3/19/1998 12:18:00 PM
From: SecularBull  Respond to of 176387
 
Excellent H & Q report, good for DELL...

hambrecht.com

Download the full report on Adobe Acrobat Reader. It's worth the read...



To: Gabriel008 who wrote (34889)3/19/1998 12:26:00 PM
From: SecularBull  Respond to of 176387
 
IMPORTANT Quote from H&Q report: "On the positive side, our top investment ideas in each category remain DELL and Ingram Micro. With regards to DELL, we believe the company continues to experience healthy demand. In addition, the company continues to enjoy a price advantage and a significantly lower cost structure than its indirect competitors. Importantly, we believe the advantages of DELL's direct model (faster introductions of new technology and limited price-protection issues) are magnified in times of excess inventory."

BUY DELL!!!!!