SI
SI
discoversearch

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: james gheith who wrote (45931)6/2/1998 10:01:00 AM
From: JRI  Read Replies (2) | Respond to of 176387
 
1) Maria on CNBC says MD has told a couple people that business is "strong".

2) Lehmen quotes MD as saying ASP's are going up

3) Windows '98 coming out this month

4) Meredith quoted as saying (in the last two days) business in Asia continues strong despite recessionary times

5) We are only one month away from the 2nd half of the year; Historically much faster growth period for PC makers

6) Some PC makers (CPQ, HP) have been working down excess inventories for several months now

Better cover your shorts bears, soon......