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 : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: D. Swiss who wrote (24955)	4/25/1998 5:19:00 PM
From: Harry Landsiedel	Respond to of 97611

D.Swiss. Re: Fortune recommendation of Dell. Dell may be a great buy right now. I don't really know. But my experience has been that a recommendation in Fortune is usually a contrary indicator. When I first got into investing in 1992, I couldn't find a single publication that was recommending Intel. But every one was recommending Phillip Morris. I bought both, sold the MO soon after and kept the Intel. I have concluded from this experience that Fortune is not the best place to shop for stock ideas. On the other hand, Forbes columnists (many run funds) are a pretty good source. JMHO. HL

To: D. Swiss who wrote (24955)	4/25/1998 5:25:00 PM
From: Eddie Kim	Read Replies (3) \| Respond to of 97611

D.Swiss, So you think Dell will continue to run perfectly without any problems in this competitive industry? If you do I think you spend too much time on the DELL thread. All major companies in this industry faced obstacles. The ability to overcome these challenges are the reason why these companies are still here today. Five years ago, DELL was in trouble. Sure, since then its had a great run, but don't be foolish and think that all will be fine in the future. I think Dell will face some problems when IBM, HP, and Compaq get their direct/BTO systems up to speed. -Eddie