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

To: Nicholas who wrote (36857)	4/6/1998 11:22:00 PM
From: Sig	Respond to of 176387

Nicholas: Thanks, appreciate your post on Motorola. I was a bit concerned about how far down MOT would take the techs tomorrow , but It seems the lesser earnings were expected. Good trading Sig

To: Nicholas who wrote (36857)	4/6/1998 11:30:00 PM
From: Nicholas	Read Replies (3) \| Respond to of 176387

DELL - Heavy Insider Selling insidertrader.com Enter 'Dell' in the summary field. Any opinions? These numbers don't look like the regular selling you guys were talking about a week ago... Nicholas

To: Nicholas who wrote (36857)	4/7/1998 1:01:00 AM
From: JRI	Read Replies (1) \| Respond to of 176387

Nicholas: If indeed the drop in Dell today was caused solely by the Robby Stephens report, why was CPQ's loss (3.15%) the same as Dell's? If the analyst is right, and you are right, the market reacted wrong today. CPQ should be the winner (a winner) if Dell doesnt do as well in quarter one/two. CPQ should not have fallen as far as it did. (If Compaq's strategy to agressively cut prices is a good one- the stock becomes a relative better buy (compared to Dell)- if you are correct. I could argue that the market (today) said that CPQ's aggressive price cutting will mean CPQ will lose, and Dell will lose. Doesnt sound like a good strategy (on the part of CPQ) to me! More likely, the report had some effect, but it was a bad day all around for tech leaders- the best of the best- Microsoft helped drag down all- Cisco, Dell, etc. Couldnt win today. Maybe a few shorts made money (if they covered). Dell longs are still just fine, based on fundamentals. Need a lot more evidence than one analyst to confirm that CPQ's aggressive price cutting is, indeed, having the desired effect. Would like to see if Dan Niles (analyst at RS) has some hard evidence at his disposal (like CPQ has won some major head-to-head big customer battles) Dell or is he just prognosticating based on the fact that there have been price cuts by both. Food for thought...