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


To: rudedog who wrote (33254)9/22/1998 5:09:00 PM
From: Eddie Kim  Read Replies (1) | Respond to of 97611
 
Dell Syndrome:

Emphazise positives...ignore negatives.



To: rudedog who wrote (33254)9/22/1998 6:11:00 PM
From: D. Swiss  Read Replies (2) | Respond to of 97611
 
Rudedog and Eddie, Michael Dell and Tom Meridth have already (last week) reaffirmed Dell is having a blowout qtr. You placed your bets on the wrong horse. Best of luck to you.

:o)

Drew



To: rudedog who wrote (33254)9/22/1998 6:57:00 PM
From: CGarcia  Read Replies (2) | Respond to of 97611
 
"I don't know why so many people thought Dell gained a lot of share in 2Q against CPQ, but those same people will think Dell lost a lot of share to CPQ in 3Q. In reality the share positions didn't move that much, but Dell stock will probably suffer as a result of this perception, just as it got a boost from the misperception of 2Q share."

rudedog, do you think this means CPQ will be getting alot of former dellheads as new shareholders, after the 3rd quarter numbers come in?