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: jim kelley who wrote (42115)	5/14/1998 5:26:00 PM
From: Meathead	Respond to of 176387

No kidding! You guys were talking about this possibility months ago! HP, gaining market share thru pricing actions subsidized by their other business units. Remember the Reseller article that said Dell's pricing advantage has all but disappeared? HP was noted as undercutting Dell on some major accounts. A testament to the success of BTO they claimed! We surmised that these guys were taking a bath to get business from dell and that their business models would not allow them to sustain this type of pricing action without suffering the consequences. Lo and behold, first CPQ (duh) and now HWP (duh again). And how valuable are analysts these days.... More surprising than H-P's shortfall, then, is the fact that no Wall Street analyst did the work to see the writing on the wall. The low estimate for the quarter was just $0.73 per share. Given that there are 25 highly paid professionals covering this company, that's disappointing but, sadly, hardly shocking. Basically a bunch of lazy lemmings. Those guys would be far more accurate if they read this thread<VBG> MEATHEAD