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: Jack T. Pearson who wrote (46805)	6/9/1998 1:23:00 AM
From: jim kelley	Respond to of 176387

Jack, I can understand your sensitivities concerning rumors. However, I think there is a very good chance that CPQ earnings will be less than zero this quarter based on reports from the channel, reports of loss of market share in the server market, the situations in the notebook market and the workstation market. There has been a lot of fragmentary information which tends to support that conclusion. This all will begin to come out in the next two weeks. If true this will probably have a temporary adverse effect on DELL as well. So, I draw no benefit from this kind of development. CPQ has long range problems and they make a large target.