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: SecularBull who wrote (37310)	4/9/1998 12:20:00 PM
From: Intel Trader	Read Replies (1) \| Respond to of 176387

WTF is the upshot of the meeting?? volume has been drying up since it started with a mild downtrend.

To: SecularBull who wrote (37310)	4/9/1998 2:32:00 PM
From: Jim Patterson	Read Replies (1) \| Respond to of 176387

LoD, On the H&Q INTC upgrade. I find it nobel that they mention DELL as a reason to upgrade INTC, But lets face it, INTC needs a lot more than DELL's 10% marketshare to be bullish inorder to get their revs and EPS back on the growth track. I think the analyst also makes a mistake when he says that due to the increase if P II as a percentage of sales, Margins will go up. Margins on the P II are lower than on the P MMXs that the P IIs are replacing. Now that is a good use of logic. I know this may change with .25 process, but there is no indication of this right now. The SEC cartrige is more expensive than the old socket 7. Jim