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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Bill Jackson who wrote (62749)	8/19/1998 1:31:00 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

Bill, Dell is going after the server market with a vengence. They are third behind Compaq and HP. They will be second in the near future. On the retail side, Dell gets the cream off the top. As long as they can do this, fine. Every time the stock runs up, "smart" people say take your profits and run, then DELL beats estimates again, and again. Also, internally, Dell is not run as efficiently as you might think. Often one hand does not know what the other is doing. There is still a lot of room for improvement and profit. Dell seems to jump 20 points going into earnings then pull back. Probably about what it will do this time too. Actually, DELL beaves a lot like Intel used to act. My friend, Jack Rains, who used to post here and trade Intel actively, is now trading DELL for this reason. He was a great guy to have around. Jim